Updated Articles

  1. Risk Illustrations - Capacity For Loss

    This article is a continuation of article Risk Illustrations - Charges & Fees . Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client. If you would l...
  2. Risk Illustrations - Results + Costs & Inflation

    This article is a continuation of article Risk Illustrations - Results + Inflation 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 ...
  3. Risk Illustrations - Results + Inflation

    This article is a continuation of article Risk Illustrations - Results + Costs . 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 objecti...
  4. Risk Illustrations - Results + Costs

    This article is a continuation of article: Risk Illustrations - Results Screen . 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...
  5. Risk Illustrations - Results Screen

    This article is a continuation of article Risk Illustrations - Capacity For Loss . 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 fur...
  6. Risk Illustrations - Charges & Fees

    This article is a continuation of article Risk Illustrations - Pathway Selection In the Charges & Fees screen, you can either enter specific charges or use a total solution cost. If using specific charges, click enable and enter the charge infor...
  7. Risk Illustrations - Pathway Selection

    This article is a continuation of - Risk Illustrations - Investment Details In the Pathway Selection screen, you can either Select an Investment Pathway Portfolio or Use the Clients Default Attitude to Risk. If you would like to use the cl...
  8. Risk Illustrations - Investment Details

    This article is a continuation of - Risk Illustrations - Creating an Illustration Once the Illustration has been created, you can start to complete details of the scenario. Start by selecting the Target Risk Category: Complete the Investment...
  9. Risk Illustrations - Navigation

    As you work through the illustration, you will see a breadcrumb trail at the top of the screen: As you go through the steps, this will add a tick to the area in the breadcrumb trail. You can select any of the previous steps to go back to that s...
  10. Risk Illustrations

    Illustrations are found within the Contact record: ...