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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 Cashflow Retirement Edition Related contacts and Family Assets Unde...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Portfolio builder improvements Fund validation on holdings Record gene...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Products created by your organisation are held in the product list Char...
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Created On: 13/02/2024
in Pathways Release Notes This release introduces the Comparison and Ex-ante features for Pathways in addition to new functionality and improvements for Risk Explorer. New Features Improved Risk Illustration journey Addition of the 1-5 risk categories Ability to manuall...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update Ex-post Reviews, Switching Analysis and Valuations We're pleased to share the new licensable features and analysis tools Ex-post Reviews Valuations for Holdings Switching Analysis These features extend ...
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Created On: 13/02/2024
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share an overview of some of the changes in our latest Pathways release Add historic/off sale holdings to use in research journeys Set default growth rates Expor...
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Created On: 13/02/2024
in Pathways Release Notes The Risk Explorer release 2.0 contains new features along with several improvements to the existing application. New Features Sustainable Drawdown The Sustainable Drawdown calculator allows you to model different scenarios to see the projecte...
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In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Fidelity Platform, you will need to apply your ...
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In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Abrdn Platform, Synaptic Pathways has chargi...