In this session, we deep dived into our additional planning tools, like our portfolio analysis, to learn about their underlying investment assumptions, inputs and outputs.
The presentation of the material in this video may be different than what you saw live, but the content is the same.
Jump ahead using the chapter timestamps shown below:
- Adding a Sample Client 4:09
- Adding Investments under Assumptions in the Facts 6:32
- Looking at all the Investment Assumptions available 9:32
- Reviewing Model Portfolios 12:53
- Reviewing Asset Allocation within the Facts 18:06
- Creating Custom Investment Groups in the Basic Facts 19:02
- Reviewing Investment Planning Tools under the Plans tab 22:21
- Adding Investment Policy 24:50
- Reviewing Investment Proposal 28:27
- Reviewing Portfolio Analysis 36:19
- Investment Planning within Advanced Planning 41:28
- Showing your Client within Decision Center 51:24
Additional Resources:
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