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This article is a continuation of Ex-Post Reviews - Deterministic Forecast The Suitability tab includes two Efficient Frontier Graphs. The first column is based on the Current - Investment Asset Allocation . The second column is based on the Pr...
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This article is a continuation of Ex-Post Reviews - Stochastic Forecast The Deterministic Forecast tab includes Current - Deterministic Forecast of the Current Investment & Proposal - Deterministic Forecast of the Proposed Investment....
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This article is a continuation of Ex-Post Reviews - Optimise 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 based ...
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This article is a continuation of Ex-Post Reviews - Edit The optimise button allows you to optimise the holding portfolio for the proposal. You are able to: Review the funds and current weightings to determine whether the portfolio should be u...
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This article is a continuation of Ex-Post Reviews - Review Screen Once you have reviewed the previous and current Illustration, you are able to edit the details in the Proposal column. You are able to edit details of: Policy Details Inve...
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This article is a continuation of Ex-Post Reviews When the review has been created, you will be taken to the Review screen: The screen is split into Previous, Current and Proposal: Click the edit pen to select Investment Snapshot: ...
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This article is a continuation of Switching - Fees Once you have reviewed the results and selected a platform/off platform option, create a Report. View the report: The report can be downloaded: ...
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This article is a continuation of Switching - Switches/Trades Add Fees in the Target Scheme area at the top of the screen: Add the fee information and Update Results The added fees will now be reflected on the results screen. ...
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This article is a continuation of Switching - Results Screen Add Switches/Trades under the Target Scheme at the top of the screen: Add the details and Update Results The results will reflect the updated Switches/Trades. For furt...
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This article is a continuation of Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be sele...