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Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. S...
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Created On: 28/02/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.8 Protection Quote Comparison - Joint Life quotes and new Comparison Report Holding Assets - ability to add underlyin...
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Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Choose to include Plan Factsheets and Submit: The report will include: Client...
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Created On: 26/02/2024
in Pathways Protection Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...
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Created On: 26/02/2024
in Pathways Protection View More info & Documents for each provider: This area will show Variations, Documents and Commission: ...
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Created On: 26/02/2024
in Pathways Protection Create a Comparison Report on the top right of the screen: ...