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:
Save:
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
