The Investment Library can be accessed from your dashboard by clicking on investments & providers > investment library, and allows you to save information about the underlying investments (e.g. the individual funds, ETFs, model portfolios or DFMs etc) that you frequently recommend your clients invest into via the Plan(s) (e.g. ISA, GIA, PPP, SIPP etc) you are recommending in the recommendation sections, or reviewing in the review sections.


By adding an investment to your investment library you will be able to add it to an investment strategy within a review or the Investment Strategy section with a couple of clicks, thereby saving you having to re-key this information time and again.


For each investment you'll be prompted to provide the investment's: 


1. ID (e.g SEDOL, ISIN or your own descriptive name)

2. Name

3. Objective

4. Sector

5. Risk Rating (this can be a number or a descriptive word e.g. medium)

6. Initial Charge

7. Annual Management Charge

8. Total Expense Ratio

9. Ongoing Charges Fee

10. DFM Charge

11. Transaction Costs

12. Incidental Costs

13. Any Further Investment Info (This is a catch-all field where you can add any additional information about the investment e.g. background info about the investment company or a table showing the underlying funds that make up the model portfolio.)


 However, it is important to note that you do not have to enter information in all fields. Certain fields may not relevant for certain types of investment. Moreover empty fields will not be included in the investment strategy table that's automatically generated in your report.