Updated Articles

  1. Risk Illustrations - Advanced Options - Change Portfolio

    This article is a continuation of article Risk Illustrations - Advanced Options - Term Matrix If you would like to change the portfolio for your Illustration, click ‘Change’ Click 'Change' to open the search box: Search for the portfolio ...
  2. Risk Illustrations - Advanced Options - Term Matrix

    This article is a continuation of article Risk Illustrations - Advanced Options - Solve Contributions Term Matrix is found within the Compare Alternative Outcomes area of an Illustration. You are able to explore the impact of term and risk using...
  3. Risk Illustrations - Advanced Options - Solve Contributions

    This article is a continuation of article Risk Illustrations - Advanced Options - Sustainable Drawdown Solve Contributions is found within the Compare Alternative Outcomes area. Selecting the option will open 'Solve Contributions' on the bottom r...
  4. Risk Illustrations - Advanced Options - Sustainable Drawdown

    This article is a continuation of article - Risk Illustrations - Advanced Options - 'What If' Scenario The Sustainable Drawdown filter allows you to see the longevity of the investment, using the following information: Retirement Age Retiremen...
  5. Risk Illustrations - Advanced Options - Alternative Outcomes

    This article is a continuation of article Risk Illustrations - Advanced Options - Illustration Settings Alternative Outcome is found within the Advanced Options tab of the Results screen. There are multiple alternative outcomes you can compare: ...
  6. Risk Illustrations - Charts

    This article is a continuation of article Risk Illustrations - Report Content . The outcome chart will show Contributions, Net Money In, Min, Mean and Max return figures as well as Withdrawals. Hovering over the chart will highlight the line/bar ...
  7. Risk Illustrations - Creating an Illustration

    To create an illustration for a client, load up the client’s contact record: Click ‘New’ to create a new illustration: Click back into the illustration by clicking on the Illustration name: For information on completing the Ill...
  8. Attitude to Risk Questionnaire Report

    This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client , Sending an Attitude to Risk Questionnaire to your client to complete & Setting Attitude to Risk Manually . Once an Attitude to Risk...
  9. Setting Attitude to Risk Manually

    To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to risk...
  10. Sending an Attitude to Risk Questionnaire to your client to complete

    To create an attitude to risk questionnaire, create a new contact or find an existing contact record.  In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to ris...