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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create an Ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alternatively, find ...
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The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details. See article Ex-Ante - Basis of Illustration - Compliance Details ...
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Once the Research has been created, you can start to add Investments to Research. See articles on how to create Research - Ex-Ante - Creating through the homepage , Ex-Ante - Creating in the Research tab or Ex-Ante - Creating research within a c...
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Adviser Fees can be added/amended through the Fees tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You will need to edit each investment in the ...
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A Report can be created on the Research report: You can either view the report or download: ...
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This article is a continuation of Basis of Illustration - Results The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second column is ...
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The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details. See article Basis of Illustration - Compliance Details ...
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Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
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In the Report area, you will find a Report for each Investment on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of the...
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Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Filte...