Introduction to the Advice module

👤 Who 

 All users who are completing advice within iff. 

Role Type Required: Any

❗The iff modeller license is required to view modelling for any created scenarios.

ℹ️ What is the Advice module?

The Advice Module contains three tabs to provide users with the ability to complete all strategy comparisons and enter the basis/recommendations for their advice to produce an advice document. The three tabs are: 

• Strategy Builder is the engine room of iff, it helps you model your clients financial goals by utilising stochastic modelling, enabling you to make informed decisions by considering various factors and potential outcomes.
• The Construct Advice page captures the relevant information pertaining to the advice document you wish to produce.
  
  💡Tip - if you an Adviser or Support Staff member and preparing this client for Paraplanning, we recommend utilising the Construct Advice page to outline the Scope of your advice and any product recommendations that are relevant. 
   
• Lastly, the Finalise Advice page captures the final data points required to produce your advice document.