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This article is a continuation of Income Analysis - Add Plans The Income Requirements area allows you to enter level or profiled income requirements. Level Income Level Income is selected by default once you land on the ...
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This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. T...
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This article is a continuation of Income Analysis - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges add either Individual...
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This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. These details will be used throughout the research to provide a picture of how long the fund will last against a given income requiremen...
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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis: Complete New Income Analysis details: Save Click int...
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Most products will be supported for each provider, but there will be instances where an electronic valuation is not available, such as legacy products. Please refer to the individual provider guides to see what products are supported. ...
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The electronic messages can take many different formats, but are usually supplied as: Individual real-time – a direct request to the provider who responds with the latest valuation. Bulk valuations – a file containing the valu...
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Created On: 31/08/2022
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Products created by your organisation are held in the produ...
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This article is a continuation of In-House Discretionary - Special Deals Once a Special Deal has been created against a product in an In-House Discretionary portfolio, you can amend the details if needed. Navigate into the portfolio and click in...
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A Special Deal can be created under a Platform/Off-Platform product assigned to an In-House Discretionary Portfolio. Navigate to the Platforms & Products tab in the In-House Discretionary Portfolio: Click/maximise the product you would li...