1. From the homepage, search for the relevant client.
2. Select the relevant account from the client’s dashboard.
3. From the account dashboard screen, click the ‘Projection’ button.
4. From the illustrations options, select the ‘What if projection’ button.
- From the list, tick the changes you want to be included in the illustration e.g. edit payment and fees, add one off withdrawal etc.
- Click ‘Next’
5. The next screen will show the assumed value of the client’s holding. You can update this if required (e.g. if you are aware of any pending investments) by selecting ‘Yes’ and entering the new figure.
6. Enter details of any potential changes you want to be reflected in the projection on the next set of screens. Once you’ve finished making the changes you want, click 'Next’ to produce your projection.
7. Your ‘What if’ illustration will appear on the next page. You can use the ‘+’ buttons next to the section names to view the information you’ve entered.
8. Click on the ‘View client dashboard’ button. You will then be given the option to save the projection to the document library on your client’s account dashboard if you wish.
