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541. In-House Discretionary - Platforms & Products

     Created On: 27/04/2022 in Pathways Portfolio Builder Portfolio Builder - Getting Started
     This article is a continuation of In-House Discretionary - Asset Allocation In an In-House Discretionary Portfolio, you are able to add Platforms and Products that the product can be purchased through. Use the Search box to find available pla...

542. In-House Discretionary - Asset Allocation

     Created On: 27/04/2022 in Pathways Portfolio Builder Portfolio Builder - Getting Started
     This article is a continuation of In-House Discretionary - Compliance Tab The Asset Allocation tab allows you to view the Fund Asset Allocation, Fund Risk Summary and Portfolio Asset Allocation information. Portfolio Asset Allocation can be ...

543. In-House Discretionary - Compliance Tab

     Created On: 27/04/2022 in Pathways Portfolio Builder Portfolio Builder - Getting Started
     This article is a continuation of In-House Discretionary - Funds The compliance tab can be found within In-house discretionary portfolios. Compliance can be found in the tabs at the top of the portfolio, as seen below: This area allows yo...

544. In-House Discretionary - Funds

     Created On: 27/04/2022 in Pathways Portfolio Builder Portfolio Builder - Getting Started
     This article is a continuation of In-House Discretionary - Create a Portfolio Add funds through the fund search box: (Your portfolio must total 100% allocation in order to be risk rated and saved. If you have not fully allocated your portfolio y...

545. In-House Discretionary - Create a Portfolio

     Created On: 27/04/2022 in Pathways Portfolio Builder Portfolio Builder - Getting Started
     Create In-House Discretionary portfolios under the Portfolio Builder tab.  Click into the Portfolio Builder tab and select New  or use the drop down arrow to create a  New Portfolio: Click In-House Discretionary  and  Next: Complete t...

546. Switching - Report

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of Switching - Fees Once you have reviewed the results and selected a platform/off platform option, create a Report. View the report: The report can be downloaded: ...

547. Switching - Fees

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of  Switching - Switches/Trades Add Fees in the Target Scheme area at the top of the screen: Add the fee information and Update Results The added fees will now be reflected on the results screen. For ...

548. Switching - Switches/Trades

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of  Switching - Results Screen Add Switches/Trades under the Target Scheme at the top of the screen: Add the details and Update Results The results will reflect the updated Switches/Trades. For further i...

549. Switching - Results Screen

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of  Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be selected,...

550. Switching - Add Target Scheme

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of  Switching - Add Ceding Scheme Add a Target Scheme through the +  Add Target Scheme  button: Choose a target product or leave blank for a comparison of available products. In this example we will leave the pro...

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