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This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. T...
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This article is a continuation of Income Analysis - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges add either Individual...
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This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. These details will be used throughout the research to provide a picture of how long the fund will last against a given income requiremen...
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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis: Complete New Income Analysis details: Save Click int...
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Adviser Fees can be added/amended through the Fees tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You will need to edit each investment in the ...
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Once the Research has been created, you can start to add Investments to Research. See articles on how to create Research - Ex-Ante - Creating through the homepage , Ex-Ante - Creating in the Research tab or Ex-Ante - Creating research within a c...
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If Adviser Fees have been added to the segment within the CIP, they will be displayed in the Fees tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You...
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This article explains how to add investments to Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & bu...