The Market Commentary tab is the last possible sub-tab within the Review stage.
It allows you to include a market commentary section in the output document & presentation, sourced either from a pre-configured default or entered as custom content for the individual review.
š” Note: For Market Commentary to appear in the output document, Include Market Commentary must be enabled in the Edit Review Details menu, either upon creation or enabled in an existing review.
Navigating to Market Commentary
Open the relevant review from your Dashboard or Reviews tabs
Click on the Review chevron
Select the Market Commentary sub-tab
Selecting a Market Commentary source
The Market Commentary dropdown controls which content is used as the market commentary for this review. This field is mandatory.
Click the Market Commentary dropdown
Select the appropriate source
š” Note: Default market commentary options (Licensee, Workspace, Adviser) are configured at the administration level. If these options appear blank or are not available, contact your administrator to set up the relevant default content. See the Workspace, Licensee & Organisation
Entering custom market commentary
When Custom is selected, a rich-text editor appears below the dropdown.
Click into the Market Commentary editor
Enter your market commentary content/use the quick text " icon to insert templated wording
Use the formatting toolbar to apply bold, italic, lists, tables, or other formatting as required
The content entered here will appear verbatim as the Market Commentary section in the output document & presentation.