-
Multiple tasks will appear as separate tabs on the navigation bar. This allows you to park one task, while using other areas of the system and then return to your task. ...
-
When within the Advanced Options screen of an Illustration, there is a Target Field at the top left of the graph. Entering a Target amount here will add a red target line within the graph, as seen below: This field can also be populated when us...
-
Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
-
The 'View'button is greyed out if you have selected a portfolio from our Discretionary Fund Managers, Multi-Assets &Insurance Distribution Directives. A fact sheet will not be available. Only Model & Bespoke Portfolios you have crea...
-
Inflation can be viewed under the Results + Inflation or the Results + Costs & Inflation tabs: To apply Inflation to the research, click into the Advanced Options tab of an illustration. You can either enable the impact of inflation to chan...
-
Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.
-
Complete the illustration journey for your client , when you reach the Results screen you can edit the details to specify a Target Amount and solve to an initial or regular contribut...
-
The application is available on the Salesforce App Store and can be downloaded for immediate use. Creating a Trial - Existing Salesforce Customers ...
-
Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the s...
-
The Synaptic Risk Ratings are derived directly from the output from the Moody’s Analytics stochastic engine, the Economic Scenario Generator. The metrics published are based on a quarterly updated mathematical simulation wher...