Investments (Content Integration)

Modified on Thu, 30 Jul 2020 at 03:34 PM

On the Investment Strategy Recommendation page of the wizard, it is possible to recommend an Investment from Content Management. The accompanying Investment descriptions are included in the report (optional). 

In the Clever Adviser Content Integration section there are five CleverMPS Investments available, and when these are enabled they can be recommended as an Investment on the Investment Strategy Recommendation page.

* Please note that only Admin users can show or hide these investment options.

The screen capture below shows the Investments available from Clever Adviser (not selected in screenshot).

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