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Download User Guide - O&M Systems
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Pensions Profiler User Guide Contents Introduction........................................................................................................................................... 3 Other Products & Services From O&M .................................................................................................... 4 Quick Start Guide To Pensions Profiler .................................................................................................... 5 Logging In .............................................................................................................................................. 6 Login Screen ................................................................................................................................................................... 9 Register User .................................................................................................................................................................. 9 Logging Out and Changing Paraplanner Permissions ..................................................................................................... 9 Finding Your Way Around..................................................................................................................... 10 Help..................................................................................................................................................... 11 Setting Up The System ......................................................................................................................... 13 Introduction.................................................................................................................................................................. 13 Manage Commission .................................................................................................................................................... 13 Manage Default Funds ................................................................................................................................................. 14 Manage Product Panels................................................................................................................................................ 15 Manage Custom Products ............................................................................................................................................ 16 Manage Investment Portfolios ..................................................................................................................................... 17 Manage Combined Results Profile Axis ........................................................................................................................ 18 Options ......................................................................................................................................................................... 19 Exweb Portal System Link ............................................................................................................................................. 19 Paraplanner Permissions .............................................................................................................................................. 20 Switching ............................................................................................................................................. 21 Introduction.................................................................................................................................................................. 21 Client Details ................................................................................................................................................................ 22 Notes ............................................................................................................................................................................ 23 Current Plans – Current Plan Details ............................................................................................................................ 24 Current Plans – Current Investment ............................................................................................................................. 26 Commission .................................................................................................................................................................. 27 New Investment ........................................................................................................................................................... 28 New Plan ...................................................................................................................................................................... 29 Results .......................................................................................................................................................................... 30 Adjusting Products ....................................................................................................................................................... 31 Rounding of Projected Maturity Values ....................................................................................................................... 32 Printing Results............................................................................................................................................................. 34 Exchange Portal System Link ........................................................................................................................................ 35 Projections........................................................................................................................................... 36 Introduction.................................................................................................................................................................. 36 Client Details ................................................................................................................................................................ 37 Quote Details ................................................................................................................................................................ 38 Commission .................................................................................................................................................................. 39 Sector Investments ....................................................................................................................................................... 40 Performance Weighting ............................................................................................................................................... 41 Select Products ............................................................................................................................................................. 42 Results .......................................................................................................................................................................... 43 Adjusting Products ....................................................................................................................................................... 44 Rounding of Projected Maturity Values ....................................................................................................................... 45 Exchange Portal System Link ........................................................................................................................................ 50 Page 1
