Recommendations

The recommendations pages provide a summary of the recommendations provided, the reason why, and the reason recommendations where excluded.

Recommendations will be rejected either because they are out of scope, the client is not eligible, it is not consistent with their risk settings, the adviser has blocked the recommendation, or the recommendation is not optimal.

Recommendations are grouped by category. Each recommendation is linked back to a set objective, so you will be able to specify what objectives each recommendation is helping you to achieve.

All recommendations that are rejected from the PrimeSolve strategy universe will be provided with an explanation as to why.