Report (Financial Opportunity Analysis)

The Financial Opportunity Analysis report is the completed financial analysis. It consists of 9 report documents and 7 ledger documents. All documents are available for printing through the ‘Print’ button on the File menu of the Ribbon. Navigation To navigate through the Financial Opportunity Analysis reports, use the ‘Next’ and ‘Previous’ buttons at the top of the Navigation pane. These buttons will cycle through any selected reports. You can also choose to jump directly to a report by selecting it from the list. Adding or Removing Documents Any document listed in the Navigation pane can be added or removed at any time by checking or un-checking the document. When printing, only checked documents will print. Alternative Investment Strategy The Alternative Investment Strategy document can display any one of 11 alternative investment strategies. These strategies do not incorporate client data, but rather open the discussion as to the benefits provided. The strategy chosen is mathematically determined by the software as an appropriate solution for a client’s situation. At any time, if you do not feel that the strategy selected is not appropriate for your client, you can override the selection through the ‘Select strategy to display’ dropdown. This dropdown will display all available strategies within the software. By selecting a strategy, the Alternative Investment Strategy document will be modified. You can choose to reverse this action at any time by un-checking ‘Override Strategy’. Printing the Financial Opportunity Analysis Reports This is the only area of The Razor that is designed to print. To print the Financial Opportunity Analysis report, chick off all reports on the Navigation pane that you would like to print, any unchecked document will not be printed. All selected reports will print landscape with predetermined margins. Changing these settings may provide undesired results.  Once your selections are made, click Print on the Ribbon.

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