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This article is a continuation of Portfolio Builder - Compliance Tab The Portfolio Factsheet will show the following portfolio data: MiFID II Costs & Charges Portfolio Statistics Portfolio Cumulative Performance Fund Quartile Ranking Mood...
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The compliance tab can be found within your model and bespoke portfolios. Click on Portfolio Builder in the toolbar or use the search box at the top of the screen to find your portfolio: Click into the portfolio: Compliance can be found i...
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You are able to import multiple portfolios within Portfolio Builder and Investment Pathways. Navigate to Portfolio Builder: Once within the Portfolio Builder tab, make sure the List View is set to 'All: Pin the List view: Click ...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New annual transaction summary Ex-post report updates Client ATRQ report updates Costs and charges s...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special deals ...
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Created On: 13/02/2024
in Pathways Release Notes We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.7 Enhanced Client Review Process Initiating and managing the reviews of client holding has been modified to incorporate customer feed...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New Paraplanner Access Centre Automated daily unit price updates on holdings Include ongoing charge w...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features CIExpert integration Enhancements to existing features New produ...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Enhancements to existing features ATRQ report new layout with additional data New Comparison switchin...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features Pathways Protection; single life quotes for level term, income p...