Ex-Ante - Basis of Illustration - Report Content

Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report.

The Outcome Summary will display Total Invested During Term, Expected Outcome (Stochastic), Final Value (calculated) & Overall R.I.Y

Objective Summary will pull through from the text entered in the Research>Add Investment screen.

Report Content is the last tab to review. 

Check the box next to the Investment to mark as reviewed:

See article Ex-Ante - Basis of Illustration - Mark Wrapper as Reviewed