Quest User Guide

This User Guide will show you how to

• Create portfolio scenarios for individual Contacts (including joint), and other entities (SMSF, Company and Trust);

• Compare fees for changes to portfolios, such as a rebalance, replace, decrease or increase;

• Generate a report for the portfolio scenario created, including a list of Buys and Sells; and

• Populate your advice document (SOAs/ROAs) with your portfolio scenario.