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Created On: 20/06/2022
in Pathways Configuration Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
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Fund based Model, Bespoke and MPS portfolios can be exported into a CSV file containing a list of the fund codes and weightings. Navigate to a Portfolio: Click into the dropdown arrow on the top right of the screen and select Export Funds :...
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Yes, In the 4.2 release you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no...
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This article is a continuation of Generic Holdings - Performance Charges information can be added to Generic Holdings through the Charges tab: Enter the Headline Product Charges % The Override Defaults button will be greyed out...
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This article is a continuation of Generic Holdings - Assets The Performance tab lists all valuations completed (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performance I...
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This article is a continuation of Generic Holdings - Cash Accounts To add assets to a generic holding, click into the Assets tab: Click New Complete details of the New Asset and Save The asset will be listed w...
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This article is a continuation of Generic Holdings - Underlying Assets Add cash account details under the Cash Account tab within a generic holding: Click New Complete details of the cash account and Save Note: Only the Accou...
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This article is a continuation of Generic Holdings - Withdrawals To add underlying assets to a generic holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asse...