When providing advice relating to your client's investment portfolio, it's important to note any variances between their actual portfolio and the risk profile they sit in.
- To do this, navigate to the Advice Wizard
- Create a New Scenario, check the Risk Profile section to ensure it is, and jump straight to Recommendations.
- You will see an 'ASSET ALLOCATION' button on the right-hand side. This will show you each asset allocation for your current portfolio, the risk profile the client is in (Target columns), the variances between the two, and the risk profile ranges.
The tabs will enable you to see a break down of views for the following:
- Overall Investments
- Non-Super Investments
- Super Investments
- Pension Investments
- Super and Pension Investments combined
You can 'export to excel' via the button on the top right-hand side of the pop-up page should you wish to do more.