Investment Planning in Adviser Workstation allows you to see a investor’s current risk level and suggest an allocation that better suits their attitude to risk.

There is only one target point available to choose – unless you open a second scenario.  A new scenario allows you the freedom to choose a new target, alongside a new portfolio.

Details of how to create additional scenarios are available here.

With additional scenarios created, you can then compare these in a single report, as per below:

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