-
You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record. ...
-
The Compliance Details tab includes the Capacity for Loss Statement , Investment Forecast Details by Year , Forecast Fees Summary , Risk Summary and Portfolio Factsheet. The Capacity for Loss statement populates based on how question ...
-
To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to risk...
-
The Report Content tab allows you to amend the Capacity for Loss Supporting Statement , enter a Recommendation Summary and Target Portfolio Summary. They will pull through to the Report : Capacity for Loss Supporting Statement: R...
-
A new Attitude to Risk Questionnaire will need to be completed before it can be used on an Illustration. Changes to the latest Investment Strategy requires you to set a new default risk rating for your client. All previous default risk ratings have ...
-
Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...
-
The Suitability tab includes a Suitability Statement & an Efficient Frontier graph: The Suitability Statement includes the minimum appropriate term for the investment horizon, term & risk category: The Efficient Frontier shows how the portfo...
-
Here you can change details of your illustration scenario for e.g. Investment details & Portfolio. Please note: Changing anything in the Advanced Options tab> Illustration Settings will change your scenario. Use the ‘What If’ area to work through a...
-
This article is a continuation of article - Illustrations - Edit Outcome - 'What If' Scenario The Sustainable Drawdown filter allows you to see the longevity of the investment, using the following information: Retirement Age Retirement Term (m...
-
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 portfolio/fund details. You ...