Comparison & Ex-Ante - Creating in the research tab

Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record.

To create a comparison with Ex-ante scenario in the Research tab, click into the tab from the Homepage:

All existing research will be listed. Click New to create new research:

If you would like to run a comparison with an ex-ante report, select the first option. If you wish to create an ex-ante report without the comparison, select the second option:

As we have created research within the Research tab, you will need to search for the client:

Note - Client field will already be completed if research is created in the contact record.

Complete the remaining fields:


This will take you directly into the research:

If using a Central Investment Proposition, Choose a segment:

If you would like to create Whole of Market research, select Use Whole of Market