Pie charts show the percentages of the investment made into each area, and calculates an average return. There are some screen shots below. An example of one of the questions asked of the investor. The questionairre determines the investment style, and lists available managers. The investor determines how he wants his investment divided out.
Pie charts help to present the information.
The investment plan can be printed, and a copy given to the investor. There are a number of items in the plan which can be printed.