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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: R...
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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 the portfo...
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Here you can change details of your illustration scenario for e.g. Investment details & Portfolio. Please note: Changing anything in the Advanced Options tab> Illustration Settings will change your scenario. Use the ‘What If’ area to work through a...
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This article is a continuation of article - Illustrations - Edit Outcome - 'What If' Scenario The Sustainable Drawdown filter allows you to see the longevity of the investment, using the following information: Retirement Age Retirement Term (m...
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If you would like to change the portfolio or fund for your Illustration, click ‘Change’ Click 'Change' to open the search box: Search for the portfolio/fund and select from the drop down: This will update the portfolio/fund details. You ...
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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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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 -...