How to download results into a document
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.
The documents generated by Pathfinder online may be incomplete and should be reviewed and edited before presenting them.
Check you are happy with your scenario results
(optional) Include some notes for the customer
In the Scenario description (for Customer) field at the top of the Cash flows & Goals step, you can add notes for your customer, such as an explanation of what was modelled or commentary about the results. Any text entered here will appear in the results documents.
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)
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:
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 Update your profile.
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