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For most types of product, the system offers a choice of two Report Manager Templates (in addition to any bespoke ones your firm has created): Template Contents Research Report An appendix to a full suitability ...
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All research within the system is automatically stored . Therefore, you don’t have to click on any sort of save button to tell the system to keep your work. Unless you deliberately delete old research, all the work you’ve done in the pa...
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The section above describes how to add fields to the grid one-by-one. However, if you want to add lots of fields at once it is much more convenient to use the Field chooser – click on the Options link in the top right of th...
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The monthly premium graph shows the performance of a £1,200 annual investment into the fund(s) over the chosen time period. The graph obviously shows an upward spike in value every 12 months when a new premium is invested. The illustrative...
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Basic income tax is in the background. Tax and NI will be at the current rate based on the information provided for the analysis. You are able to include gross income and effects of inflation within the research.
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The filtering screen provides access to a wide variety of functionality. The key parts of the screen are illustrated by the numbers in the screenshot below, and are described below. 1. The menu bar Like all other pa...
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You can add a field to the grid of contracts simply by clicking on its name in the tabbed box on the left-hand side of the screen. The first screenshot shows a (filtered) grid of contracts containing three different types of field. You can remov...
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This role allows the user to setup all of the settings described in this guide. User can create/edit /delete users in your organisation and assign roles and licences User can create/edit /delete child organisations and assign licences to the chil...
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From here you can create custom asset types for the organisation (and children) or view the types that have been inherited from the parent organisation. You would need to create asset types for the user in order that they exist before the user can ...
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File-checks allow designated users – usually compliance officers – to inspect the research created by other members of their firm.(This only applies to client-focused research. Product-focused research cannot be viewed in a file-check.) ...