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This article is a continuation of Basis of Illustration - Results - CIP The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second colu...
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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 Adviser Fees Pro...
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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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When you are ready to select the Platform or Platform and Off Platform combination, select the + next to the chosen product: Continue to Ex-Ante Illustration:
This will take you through to the Basis of the Illustration . See article...
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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. Any changes ...
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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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This article explains the Research screen in Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup a CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP,...
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This article explains how to create 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 CIP, see ar...
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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 in the Research tab, click into the tab from the Homepage: All existing research wil...
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This article explains how to create 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 CIP, see ar...