Wizard Configuration Guidelines - ROA

Wizard Configuration Guidelines - ROA

ROA Wizard Configuration Guidelines

Section

Description

Cover Letter

This is customisable as part of you on boarding process. You can have a single custom cover letter per merge template. You can also edit the cover letter within the merge template to suit your requirements. If you do not have a cover letter the standard cover letter template will merge with your document.

Cover Page

This is customisable as part of your on boarding process. You can have a single custom cover page per merge template. If you do not supply any cover page template, this section will appear blank.

Our Recommendation

Practices will have the ability to: 

  • Change the heading for this page as part of the set-up process 
  • Use the Wealth Axis Strategy Library and also have the ability to add customised strategies through Manage Field Content, where you can edit the: 
    • Strategy Title
    • Description
    • Reasons
    • Consequences

Your Portfolio Position Before & After Implementation

Practices will have the ability to:

Change the heading for this page as part of the set-up process 

  • Customise the Reasons and Consequences through the wizard or add standard Reasons and Consequences as Manage Field Content 
  • Customise the comments on the Recommended Asset Allocation should it fall out of the tolerance levels through the wizard or add standard wording as Manage Field Content

Your Asset Allocation

  

Fees & Charges

  

Authority to Proceed

Practices will have the ability to: 

  • Change the heading for this page as part of the set-up process 
  • Change the sunset clause days as part of the set-up process

Appendix A: Product Disclosure Documents

  

Appendix B: Product Research

Practices will have the ability to: 

  • Change the heading for this page as part of the set-up process

Appendix C: Portfolio Reports

 

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