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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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A Report can be created on the Research report: You can either view the report or download: ...
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Created On: 27/04/2022
in Pathways Release Notes Pathways Product Update Ex-post Reviews, Switching Analysis and Valuations We're pleased to share the new licensable features and analysis tools Ex-post Reviews Valuations for Holdings Switching...
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Created On: 27/04/2022
in Pathways My Apps & Settings My Apps & Settings allows you to access App Launcher and Provider Credentials. In this article, we will be looking at the App Launcher. Webline Protection, Product & Fund Research and Retirement Analyser will be greyed out until you...
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Created On: 27/04/2022
in Pathways Fund Lists The share class lock can be found within Fund Lists. Leaving a fund unlocked will allow the system to choose a cheaper share class when running Illustrations. If locked, the system will only use the exact fund listed. ...
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Ex-post reviews can be conducted from a holding that has been converted from ex-ante research. For more information on how to create a comparison with ex-ante or ex-ante research, see here. Navigate to the holding you would like to review: Cl...
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This article is a continuation of Ex-Post Reviews - Report Once the report has been reviewed, Mark as Complete at the top right of the screen: Continue The Mark as Complete button will be greyed out once done. ...
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This article is a continuation of Ex-Post Reviews - Client Check-In In the Report area, you will find the proposal details on the left side of the screen: The body of the report can be viewed on the right side of the screen: ...
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This article is a continuation of Ex-Post Reviews - Report Content The Client Check-In screen allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been asses...