Investments

What is the purpose of the Investments feature?
In the suitability report template there is a page called 'Investment Strategy Recommendation'. In this page, there is an option to add Investment...
Mon, 6 Apr, 2020 at 2:23 AM
How do you create a new Investment?
From the Investments page in the Content Management area, select the "Create a New Investment" button, located on the top right hand side of the s...
Mon, 6 Apr, 2020 at 2:24 AM
How is the Investments feature used in the wizard?
This suitability template contains a page called "Investment Strategy Recommendation" and this page shows the recommended Funds or Portfolios. Thi...
Tue, 7 Apr, 2020 at 9:30 AM
How do you edit an Investment?
The user must navigate to the investment they would like to edit/update.  Located in the investment box is the 'Edit Investment' button. The &...
Mon, 20 Apr, 2020 at 10:26 AM
How do you search for a specific Investment?
Within the Investment page, there is a search option located above the Investments on screen, just below the page introduction text. This is outlined in re...
Mon, 20 Apr, 2020 at 10:26 AM
How do you delete an Investment?
An investment can be deleted by clicking on either the ‘Delete Investment’ button if the investment has been published, or the 'Delete Draft Investment...
Mon, 20 Apr, 2020 at 10:27 AM
How do you duplicate an Investment?
The user must navigate to the investment they would like to copy/duplicate.  Located in the provider/platform box is the 'Duplicate Investment'...
Mon, 20 Apr, 2020 at 10:27 AM
How do you show/hide Investments from view?
The default setting in the suitability system is to show all investments in the list. It is possible to show/hide investments, however. The user must na...
Mon, 20 Apr, 2020 at 10:27 AM