Investments
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
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
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
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
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
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
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
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