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This article is a continuation of Income Analysis - Other Incomes Once you have completed the Other Incomes area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if...
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This article is a continuation of Income Analysis - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension State Pension is automatically...
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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 Income Requirem...
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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 Charges or R...
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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 into the...
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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 valuation at a point ...
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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 product list ...