Optimisation settings

What do you want the optimised model to consider?

If your financial model type is set to “Optimised” under adviser settings an adviser can determine what they want the optimised model to consier.

Default assumptions

Advisers can set what default specific products, investments and entities they want the model to consider via the strategy settings.

Inserting a recommendation

*If you want to insert a specific recommendation to the optimisation model, you can still set preferred strategies via the strategy settings page within the Full SOA model.