-
This article is a continuation of Switching - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme:
Click Use...
-
This article is a continuation of Switching - Fees Add family assets under management with the Target Scheme area: If you do not wise to include Family AUM, unselect the toggle: Update Results once done: If you wish to include Fam...
-
Create a Comparison Report on the top right of the results screen: Download at the bottom right of the report: ...
-
This article is a continuation of Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be selected,...
-
This article is a continuation of Switching - Results Screen Add Switches/Trades under the Target Scheme at the top of the screen: Add the details and Update Results The results will reflect the updated Switches/Trades. For further i...
-
This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
-
Once the Research has been created, you can start to add Ceding Schemes to the research. See articles on how to create switching research - Switching - Creating through the homepage , Switching - Creating in the research tab or Switching - Creat...
-
This article is a continuation of Switching - Add Ceding Scheme Add a Target Scheme through the + Add Target Scheme button: Choose a target product or leave blank for a comparison of available products. In this example we will leave the pro...
-
This article is a continuation of Switching - Switches/Trades Add Fees in the Target Scheme area at the top of the screen: Add the fee information and Update Results The added fees will now be reflected on the results screen. Fo...
-
This article is a continuation of Switching - Creating in the research tab Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research within a contact...