New Articles

  1. Can I upload my own branding?

    Within Configuration ,  under your Company Settings   b randing  options  can  be set to apply   your   preferred  primary and secondary colours  and Company  logo  to  appear on reports  and  emails .   See article  Company...
  2. Organisation Growth Rates

    Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
  3. Company Settings - Company Information

    Company Information can be edited by clicking the pen icon next to each field. This information will pull through to any digital outputs to create: Once the changes the have been made, click ‘Save’ ...
  4. Company Settings - Branding

    Your brand colours can be added here – you will need the HEX code of your primary colour and secondary colour. If you click in the colour drop down box, you will be able to select the colour or enter the RGB: A Company Logo can ...
  5. Our company logo is appearing too large on the report - why is this?

    The logo file you have uploaded is too large. You will need to update the logo size to approximately 150x150 (this will depend on the size/shape of the logo)
  6. Configuration

    The configuration tab is where you can view/amend your Company Information, Branding, Terms & Conditions, Disclaimer & a Risk Questionnaire Message. You can also view the Central Investment Strategy, add Special Deals and Discounts information and P...
  7. Company Settings - Terms & Conditions, Disclaimer and Risk Questionnaire Message

    The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions text and ...
  8. Fund Lists - Exclude Funds

    Excluded Funds can be added through the View Excluded Funds button: Add funds to your excluded list by typing in the fund name or fund code (Citicode, Sedol, ISIN and MexID) Excluded funds will be excluded across all fund lists and whole...
  9. Fund Lists - Share Class Lock

    Where a platform or SIPP is flagged as open architecture by design Pathways will default to the cheapest share class available of the fund. You can stop this happening by applying the share class lock. The share class lock can be found within Fun...
  10. Fund Lists - Import

    Funds can be imported into Fund lists within the Fund Lists  tab: Click into the Fund list or create new: Click 'Fund Import' in the top right of the screen: Click 'Sample File' to download the template file: Open the file to input ...