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If you would like to change the portfolio or fund for your Illustration, click ‘Change’ Click 'Change' to open the search box: Search for the portfolio/fund and select from the drop down: This will update the portfoli...
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To create an illustration for a client, load up the client’s contact record: Click ‘New’ to create a new illustration: Click back into the illustration by clicking on the Illustration name: For information on ...
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This article is a continuation of - Illustrations - Investment Details In the Pathway Selection screen, you can either Select an Investment Pathway Fund or Portfolio or Use the Clients Default Attitude to Risk. If you would like to use the...
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As you work through the illustration, you will see a breadcrumb trail at the top of the screen: As you go through the steps, this will add a tick to the area in the breadcrumb trail. You can select any of the previous steps to go back to that s...
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This article is a continuation of - Illustrations - Creating an Illustration Once the Illustration has been created, you can start to complete details of the scenario. Start by selecting the Target Risk Category: Complete the Investment d...
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This article is a continuation of - Illustrations - Edit Outcome - Alternative Outcomes The 'What If' scenario allows you see how an alternative scenario compares against the illustration you've created. Select the 'What If' ...
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The Results screen shows the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. For further information on the Results screen, see the following articles: Illustrations -...
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Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client. If you would like to add MiFiD compliance supporting notes, add them here: For further infor...
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Alternative Outcome is found within the Advanced Options tab of the Results screen. There are multiple alternative outcomes you can compare: Inflation No Fees 'What If' Scenario Sustainable Drawdown Solve Contributions Selecting one...
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Term Matrix is found within the Compare Alternative Outcomes area of an Illustration. You are able to explore the impact of term and risk using the illustration as reference. Select one or more options here and it will add details of the scenario t...