This video walks you through how you can save information within your Investment Library about the underlying investments (e.g. individual funds, model port...

The Investment Library can be accessed from your dashboard by clicking on investments & providers > investment library, and allows you to save inform...

This is really easy. From your dashboard click investment & providers > investment library. The investment library looks like this. There are two ...

When adding your investments to your Investment Library, rather than creating the investment anew each time you may find it quicker to use an existing inves...

We have deliberately left this field as a free text box so you can enter a number or descriptive word e.g medium as per your preference.   Donning our c...

You can hide an investment and in turn remove it from possible selection when creating a current or recommended investment strategy by unchecking show. ...

Administrators of Company or Group Plans can share their investments with other account users or linked accounts via their Investment Library. To share an i...

You can only edit investments belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). However, you will ...

No. You can save as many investments as you need within your Investment Library.

The investments within your investment libarry are colour coded so you can quickly identify who has created and owns them: purple belong to your group, oran...