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).


Currently, Clever Adviser Investments are available for selection.


As of the suitability upgrade in July 2020, these investments are automatically in-built into the suitability system, so to add these into your custom reports and/or templates requires no additional time or effort, apart from enabling/disabling them from view in the wizard.


Please note that this feature is an option for system administrators and standard users.