Mackenzie Precision by CapIntel – FAQ
Mackenzie Precision by CapIntel – FAQ
About Precision
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What is Precision?
Precision is a comparison & proposal tool
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Who is CapIntel?
CapIntel is a Canadian analytics provider that Mackenzie has joined forces with to provide advisors with a self-serve analytics platform. You can learn more about CapIntel at https://www.capintel.com/about/
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How do I access Precision?
Through Mackenzie’s secure advisor website – Mackenzie Account
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Is it available in French?
Yes – both the interface and proposals are available in English & French. For the interface, use the settings under the person drop down on the top right of the home page to change language. For the proposal, use the proposal options on the top left corner to change language.
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What should I do if I need support?
You can reach out to Precision support via Precision@mackenzieinvestments.com. You can also access the Help Centre from the home page on the top right.
Data
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Who is the provider of the data?
Refinitiv is one of the main providers of the data along with 8 other providers.
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How often does the performance get updated?
Performance is updated as of the previous closing day.
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What is the investment universe?
Mutual Funds, Segregated Funds, ETFs, Equities (stocks) and benchmarks.
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Are GICs available?
Yes – you can add in a GIC under the portfolio builder along with proxies, HISAs and cash.
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Are all series’ of a Mutual Fund available?
Yes – we recommend searching by fund code to bring up the exact fund/series.
Comparisons
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How do I create a comparison?
If comparing individual holdings or funds – use the search bar to bring in the investments into a comparison. If comparing a portfolio, create a portfolio using the Create Client Portfolio button on the home page.
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Can I compare portfolios?
Yes – you can build a portfolio and compare it to anything in the CapIntel investment universe.
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How do I build a portfolio?
- Click the create portfolio from the home screen or comparison screen. Name the portfolio and then add the investments with their allocations by either $ amount or %.
- Upload a CSV file with your favorite portfolio
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How many investments can I compare at a time?
You can have up to 30 in a comparison. However, there is a maximum of 4 or 6 you can export in a proposal depending on the template.
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How do you save a comparison?
You can’t save a comparison at this time.
Proposals
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How do I add/remove pages from the proposal?
Use the proposal builder options on the left-hand side: you can add/remove using the check boxes.
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How many items can I have in a proposal?
You can have a maximum of 4 in a proposal.
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Can I share this with my clients?
Yes – the proposal is meant to be shared with your clients.
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What are the differences between the Proposal Templates?
- Mackenzie Report – Fully customizable with Mackenzie branded marketing materials
- Investment Watchlist – Performance watchlist for investments that shows more time periods for returns.
- KYP Report – standardized analytics aimed to be used as a KYP report.
- Quick Report – Includes the same standardized analytics shown from the previous Precision Quick Reports.