Investment Management

Investment Management focuses on the client’s investment assets, both personal and corporate. Comparing two scenarios this report shows the projected investment value and projected cash flow from both scenarios. The documentation display assumptions, scenarios comparisons for investments balances, deposits and withdrawals (i.e. cash flows) and a ledger showing the change in financial position. Click here to see a sample of the Investment Management focused planning report.

To build the Investment Management report, in the Report Generation window select Focused Planning, then choose Investment Management from the Report drop-down. Under Scenarios choose the two scenarios that are going to be compared to each other and then click the button.