Updated Articles

  1. Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?

    The average retirement age is 65 years and the gender-neutral forecast life expectancy is 84 years. This equals a 19 year term.  These inputs can be changed, for example retiring at 67years, equals a 17-year term.
  2. Why can't I see withdrawals and contributions in the graph?

    If your client has invested a large initial lump sum with smaller contributions and withdrawals, it may appear as if the contributions and withdrawals are not appearing in the graph. They are included, but may appear small - as seen below: ...
  3. Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?

    The 'Use the Client's Default Attitude to Risk' button is greyed out if the Client's attitude to risk questionnaire has not been completed and set to default. Navigate to the client and either complete an attitude to risk questionnaire manually or ...
  4. Can I have multiple illustrations open at one time?

    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.   ...
  5. How do I remove the target amount red line from the graph?

    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...
  6. Where do the Compliance notes in the Attitude to Risk Questionnaire pull through to?

    Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
  7. Why is the Portfolio Fact sheet 'view' button greyed out in the Compliance Details tab?

    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 created will have a ...
  8. How do I include inflation in an Illustration?

    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 change t...
  9. Will you be able to setup an end goal for a client at beginning of journey?

    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 contribution in the Advanced Options tab. ...
  10. How do I access Risk Explorer if I already use Salesforce?

    The application is available on the  Salesforce App Store  and can be downloaded for immediate use.   Creating a Trial - Existing Salesforce Customers ...