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The Results + Costs button will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. The Results include costs: ...
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The Results + Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. The Results include Inflation: ...
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The Results + Costs & Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. The Results include Costs & Inflation: ...
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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 completing the Ill...
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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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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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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' button within the 'C...
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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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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 of the ...