A Platform for Change Quick Start Guide
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Transcript of A Platform for Change Quick Start Guide
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A step-by-step guide.
A platform for change.
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When designing our Investment Platorm we had various aims in mind; we wantedto create something simple yet powerul; we wanted to give you an eective
investment oering; and we wanted to oer you unique planning tools.
Our process is seamlessly linked, so with single data input you can analyse, plan,
transact and monitor business. Using unique research and planning tools, matched
with a wide and diverse range o investment unds, managers and strategies you can
more eectively and eciently advise your clients. And our systems use those same
data inputs to automatically produce all the reports needed to show the logic o
your process or client and compliance purposes.
This guide introduces you to these processes and shows you how to begin using
them either in a specially designed demo environment or within your own system
once we make the Investment Platorm live.
A platform for change.
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You are now logged in.
2.Open up your web browser.
Go to: https://v5.tpinside.com
Login with your normal details or to access the demo use:
Start.
1.
Access Id: 6160Username: AdviserPassword: WRAP
Passphrase: aaaaaaaaaaaa
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Click the tab called Research to get there.
Navigate to research.
4.
Either select an existing client or add a new prospect.
I using the demo, click Start > Client Files > Add a new client.
Create a new dummy client.
Choose your client.
3.
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Re-enter your passphrase.
Conrm your details.
6.
Click the + icon.
Choose Wealth management then Investment Platorm.
Add a new piece of research.
5.
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Intelligent graphs map your questions
and client objectives.
Set investment objectives.
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Use the slider to plot your clients expected rateo infation. Click the purple i icon to display theinfation table.
What Rate Of Ination Do You Expect?
0% 2.50% 5.00% 7.50% 10.00%
I applicable your clients investment attitude ispulled rom their actnd. Click the assess attitudebox to open the investment attitude questions.Use the slider to quickly see how dierent attitudeseect outputs. Click the purple i icon to displaydescriptions o each risk attitude.
Once happy click proceed to begin
constructing the clients portolio.
Click this box to display the
investment amounts.
Click this box to display the
chart ull screen.
Click this box to display the
investment amounts in tabular ormat.
Type in the amount o money your client w ants to invest.
What Amount Do You Have To Star t With?
100000
50,000
0
0 2 3 4 5 6 71
100,000
150,000
200,000
250,000
The Investment Objectives chart intelligently plots the ouputs rom
your questions as soon as you answer them. The red line indicates
where you client wants to be. T he blue line indicates a projection based
upon your clients attitude to risk, with the grey shaded area showing
any risk fuctuation. Hover your mouse cursor over the dierent points
to see their numerical value.
R is k R an ge I nv es tm en t T ar ge t I nv es tm en t P ro je ct io n
Investment Duration (yr)
What Is Your Investment Attitude?
Defensive Cautious Balanced
AssessAttitude
AggressiveCapitalGrowth
show monetary points
larger view
switch view
proceed
Use the slider to plot your clients desired
investment term.
How Long Do You Want To Save Or Invest For?
1yrs 4yrs 7yrs 10yrs 13yrs 16yrs 20yrs
Select your clients investment objective between acapital sum or an average rate o growth. Type in theamount o money your client wants to accumulate.
Please Set Your Investment Objective
Capital Sum Average Rate of Growth
How much money do you want by this time?
200000
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Categorise dierent products based upon
dierent needs and investment objectives.
Construct the portfolio.
8.
Click the und to choose an investment strategy, select unds using asset
allocation or choose unds without guidance. Step 9 explains how this works.
Click to reset clients objectives and return to the Investment
Objectives or the overall wrap.
Once happy click Conrm client details to proceed to the
next step.
Click the delete button to remove this product. You can add new
products by selecting the Add new product option.
Click the edit button next to each product to treat each product
individually including naming, changing attitude to risk and
adjusting term.
Click the ees button to set individual ees per product.
You can add an overall ee or the whole wrapper by selecting theSet ees option.
Click the Investment Objectives button to set individual objectives
or this product as seen in s tep 7.
Conrm Client Details
Investment Objectives
Click to view important inormation and les.Document Library
Click to set ees or all products across the entire
Investment Platorm.Set Fees
Click to to add new products to the amount.Add New Product
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Click the name o any strategy to select this or your client.
Click the strategy to select it or your clients product.
Select the investment strategy.
9.Select an exclusive SEI Investment Strategy based
upon your clients attitude to risk.
Click the blue I icon to learn more about the
strategy itsel.
Available investment strategies will vary based upon your clients attitude
to risk and what is currently on oer. Below are some possible choices:
Use the asset allocation engine to create a portolio
o unds or your client based upon Morningstar
Ibbotson models.
Use Financial Express und eeds to create a
portolio or your client without using the risk tools.
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Client records are pulled rom your actnd.
Update your records where needed.
Mandatory details not entered will prompt you or input.
Conrm client details.
10.
Proceed Application to veriy details
and view the client application.
Proceed to application.
11.
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Read and understand the ull summary o your clients order.
Ensure client reads and understands important inormation.
Verify the order.
12.
Choose the option to suit your client.
Follow onscreen instructions.
Your clients account and order will now be actioned.
Complete the payment.
13.
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View Submission
Wait or the system to automatically generate your submission.
Documents are automatically generated and appended
to the client le.
Produce business submission.
14.Progress: Wait or the system to automatically create
the submission and generate documents.
Documents: Choose to publish documents directly
to your clients site.
Click to view the business submission.
Message ClientChoose to send a secure message to inorm
them o progress.
Progress
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Ensure details are correct.
Generate suitability letter.
Select Submit business when ready.
Give client their login details.
Let them access their inormation on the
web, smartphones or iPad.
Review your submission. Let your clients view their performance.
15. 16.
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Head Ofce: True Potential, Waterront 4, Newburn Riverside,
Newcastle upon Tyne, NE15 8NY
London Ofce: True Potential, 42-44 Grosvenor Gardens,
Victoria, London, SW1 0EB
T: 0871 700 0007 E: [email protected] www.tpllp.com