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Your browser does not support HTML5 video. Redesigned and updated Comparison reports in Synaptic Webline. ...
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This article is a continuation of article Risk Illustrations - Charts The next article explains Illustrations Settings within the Advanced Options tab, see Risk Illustrations - Advanced Options - Illustration Settings ...
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This article is a continuation of article Risk Illustrations - Report Content . The outcome chart will show Contributions, Net Money In, Min, Mean and Max return figures as well as Withdrawals. Hovering over the chart will highlight the line/bar ...
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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: ...
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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 qu...
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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 th...
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This article is a continuation of article Risk Illustrations - Results + Inflation The Results + Costs & Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to m...
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This article is a continuation of article Risk Illustrations - Results + Costs . 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 objecti...
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This article is a continuation of article: Risk Illustrations - Results Screen . 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...
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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 atti...