Updated Articles

  1. Basis of Illustration - Capacity for Loss

    The Capacity for Loss tab will need to be completed for each investment on the Illustration. Complete the questionnaire: You will not be able to proceed to the Check-in without the Capacity for Loss statement completed. You have the oppor...
  2. Basis of Illustration - Report Content

    Report Content contains a Recommendation Summary and Target Portfolio Summary.  When completed, they will appear on the report. The Outcome Summary  will display Total Invested During Term , Expected Outcome (Stochastic) , Final Value (...
  3. Basis of Illustration - Results

    The Basis of Illustration> Results  tab displays each investment separately. It outlines the following: Result Summary Investment Proposal Details  Investment Amounts Contributions & Withdrawals Custody Details Adviser Fees In ...
  4. Comparison & Ex-Ante - Add Investment

    Once the Research has been created, you can start to add Investments to research. See articles on how to create research - Comparison & Ex-Ante - Creating through the homepage Comparison & Ex-Ante - Creating in the research tab & Comparison & Ex...
  5. Comparison & Ex-Ante - Editing Investment Details

    Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...
  6. Comparison & Ex-Ante - Research Screen

    In the example below, we have added a  Pension  as an investment. If you are unsure of how to add investments, see article Comparison with Ex-Ante - Add Investment for details. Multiple investments can be added through the Add Investment +  b...
  7. Comparison & Ex-Ante - Trades

    Add switch information through the Trades tab.  The  Set Trades + button will become available once information is complete. Set Trades +  to apply to the Results: The button will be greyed out once applied. The button will become a...
  8. Basis of Illustration - Suitability

    The Suitability  tab will display an Efficient Frontier  graph: Included in this screen is a  Value at Risk Statement at the bottom of the graph: Next tab to review is the  Ex-Ante Statement.  See article  Basis of Illustration - Ex-Ante ...
  9. Basis of Illustration - Compliance Details

    The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...
  10. Client Check-in

    The Client Check-In  allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...