Product options for the optimisation algorithm are set by the advice firm. By loading specific products for the optimisation engine to consider the recommendations can combine both strategic and specific product recommendations. When specific product examples are provided, the engine will use these as opposed to generic assumptions. Examples of specific products that can be loaded include:
• Acceptable assets;
• Debt options;
• Annuity products;
• Investment bond products;
• Insurance products.
The full list of product options is specified through “System controls”.
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