Comparison & Ex-Ante - Add Investment

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: