Comparison & Ex-Ante using a CIP - Research Screen

This article explains the Research screen in Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup a CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP, see articles here.

In the example below, we have added a Self Investment Personal Pension as an investment. See article Comparison with Ex-Ante using a CIP - Add Investment for details on adding investments to your Research.

Multiple investments can be added through the Add Investment + button.

As you add investments, the list of platforms will update to display investments added. At the bottom of the list there will be a platform & off platform combination.

Please note - As we have used a Central Investment Proposition and selected a segment, only platforms, off platform products, portfolios and funds configured in the CIP will pull through.

In the example below, we have added Self Invested Personal Pension and Individual Savings Account. The platforms listed show the SIPP and ISA included:

Lowest R.I.Y Platform and Off Platform Combination will be displayed at the bottom of the list:

Growth, Final Value, Total Fees and R.I.Y are displayed next to each result: