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The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees over the Term of Investment. Overall Growth % & Overall Growth &p...
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A Report can be created on the Research report: You can either view the report or download: ...
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This article is a continuation of Basis of Illustration - Results The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second column is ...
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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 Ad...
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When you are ready to select the Platform or Platform and Off Platform combination, select the + next to the chosen product: Select Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustrati...
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Add switching information through the Switches/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. ...
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Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Filte...
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In the example below, we have added a Self Investment Personal 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 th...
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Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alter...