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When you are happy with the results of a scenario, you can download the results into an MS Word document, which you can then edit and present to your clients.
|1||WARNING||The documents generated by Pathfinder online may be incomplete and should be reviewed and edited before presenting them.|
|2||Check you are happy with your scenario results|
|3||(optional) Include some notes for the customer|
You can add notes for your customer about what you have modelled and commentary about the results in the Scenario description (for Customer) field (at the top of the Cash flows & Goals step). Any text entered here will appear in the results documents.
|4||Download a Strategy Paper or SOA (single scenario documents)|
Strategy Papers and SOAs only contain one scenario:
The document will then be created and downloaded (the location of the downloaded file will depend on your browser settings)
|5||Download a 'Strategy Comparison' document|
The 'Strategy Comparison' document contains the charts at the 'Compare' step, plus some additional tables for asset distribution at the end of the analysis and at retirement. To download:
|6||Check the document|
- If the document contains incorrect details for your name or company, then you can edit them in the document. For future cases, you can ensure the correct data are filled in by updating your Profile page. For more information, see Editing your Profile page.
- if your document format needs to be fixed, you may find it helpful to first read Understanding the formatting in the Strategy Paper and SOA documents