Updated Articles

  1. Income Analysis - Add Goal Details

    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...
  2. Income Analysis - Creating Research

    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 into the...
  3.  Comparison with Ex-ante - Creating Research

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  4.  Comparison with Ex-ante - Review, Client Check-In and Report

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  5. Ex-Ante - Adviser Fees

    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 Inves...
  6. 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 - Ex-Ante - Creating through the homepage , Ex-Ante - Creating in the Research tab or Ex-Ante - Creating research within a c...
  7. Comparison & Ex-Ante using a CIP - Adviser Fees

    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...
  8. Comparison & Ex-Ante using a CIP - Add Investment

    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 & build your...
  9. Comparison & Ex-Ante - Adviser Fees

    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 Inves...
  10. 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...