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The Client Check-In allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...
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In the example below, we have added a Pension as an investment. If you are unsure of how to add investments, see article Comparison with Ex-Ante - Add Investment for details. Multiple investments can be added through the Add Inves...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alter...
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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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Once the Research has been created, you can start to add Investments to research. See articles on how to create research - Comparison & Ex-Ante - Creating through the homepage Comparison & Ex-Ante - Creating in the research tab & Com...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with Ex-ante scenario directly from the Homepage, hover over the Research tab and select the down arrow: S...
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Your browser does not support HTML5 video. Learn how Switching Analysis includes a ceding and receiving scheme, and supports the creation of pension consolidation reports when multiple pensions are involved ...
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