Once the Research has been created, you can start to add Investments to Research. See articles on how to create Research - Ex-Ante - Creating through the homepage, Ex-Ante - Creating in the Research tab or Ex-Ante - Creating research 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:
As we are completing Ex-Ante only research, you will need to select the Product to research:
Select either Platforms or Off Platform Products:.
Please note - If using a Central Investment Proposition, only Platforms & Products added to the CIP and assigned to the segment will appear here.
Select Platform from the drop down:
In the example below, Self Invested Personal Pension has been pulled through from the Investment Details. Select the SIPP product:
Enter the Investment Details.
Once entered, a summary will be calculated:
Select the Portfolio or Fund in the Fund Selection area:
Choose between 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).
If selecting a fund, click Fund:
Search for funds using the fund name or fund code:
Once done, click Save