Once the Research has been created, you can start to add Investments to research. See articles on how to create research -Comparison & Ex-Ante - Creating through the homepage Comparison & Ex-Ante - Creating in the research tab & Comparison & Ex-Ante - Creating within a client record.
Add investment through the Add Investment + button:
Complete the Wrapper Type, Target Risk Category, Objective & Needs and Ability to Bear Losses:
Once all fields have been completed, further detail will appear below:
Enter the Investment Details.
Once entered, a summary will be calculated:
Select the Portfolio or Fund in the Fund Selection area:
Choose either Portfolio or Fund
If Portfolio is selected, you are able to select the type of portfolio in the All drop down:
In this example, we have selected Discretionary Fund Managers.
When searching, only Portfolios offered by Discretionary Fund Managers will be returned:
Advanced Search allows you narrow the search by Promoter, Range, Risk Category & Portfolio Basis:
If Risk Category is set, this will return DFM portfolios with a risk rating of Moderately Cautious (High End).
Click Apply:
If selecting a fund, click Fund:
Search for funds using the fund name or fund code:
Click Save:
