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This article is a continuation of Income Analysis - Add Goal Details The Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected values an...
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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details and Save ...
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My Apps & Settings allows you to access App Launcher and Provider Credentials. In this article, we will be looking at the App Launcher. Webline Protection, Product & Fund Research and Retirement Analyser will be greyed out until you enter y...
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This article is a continuation of Income Analysis - Creating Research If you are looking to complete joint life research, see article Income Analysis - Joint Life - Create Research Complete the Add Goal Details screen. These details will b...
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Assets Under Management Include Client and Family Assets Add, Edit and Remove Platform assets under management Choose to include or exclude the Client and Family Assets for the review: Add a new Platform by selecting from the dropdown ...
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Optimise Portfolio Review funds and current weightings to determine whether the portfolio should be updated. Add and remove funds Change weightings Rebalance Select an alternative portfolio Select Growth Rate for Next Period and Remainder ...
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With the Ex-post review screen, the percentage cost is calculated from the monetary (£) figure. The monetary figures are calculated using the balance of the product and any growth on the balance. The percentage derived from this monetary figure ma...
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This article is a continuation of Ex-Post Reviews - Costs & Charges The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In screen. If the questions have ...
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Yes, you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no Previous state. ...