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This article is a continuation of Income Analysis - Joint Life - Charges The Add Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected val...
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This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. In this example, we have a joint client. The details below will be used throughout the research to provide a picture of how long the...
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Create Joint Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details, incl...
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We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.11 Retirement Cashflow Income Analysis Joint client research Advanced options allow for joint comparisons Report reflects joint...
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This article is a continuation of Income Analysis - Charges The system allows you to choose between three income strategies, PCLS, UFPLS or Phased Drawdown. If you select PCLS the system will take out the percentage of PCLS specified and remove...
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This is a continuation of article Switching - Results Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...
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This article is a continuation of Comparison & Ex-Ante Report Once you have created your Comparison & Ex-Ante report and it has been marked as complete, you can convert the research into Holdings. Click Convert to Holding A pop-up will a...
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This is a continuation of article Comparison & Ex-Ante - Research Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...