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Yes - see article Supported Browsers and Devices for Lightning Experience. ...
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Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...
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Created On: 16/11/2021
in Pathways Release Notes What's in Pathways 3.0 release?
Platform and product comparison
Stochastic and deterministic modelling of chosen platforms and products
Ex-ante Illustration
Central Investment Proposition
Special deals and discounts
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As an Administrator, you are able to enable Whole of Market Mode for users. Navigate to Setup at the top right of the screen: Type Users into the Quick Find box Click Users under Users: Click into the user...
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Central Investment Propositions are created within the Investment Pathways area. You can configure Platform & Off Platform Products , Portfolios , Fund Lists and Segments under the CIP. Multiple segments can be...
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Within the Report area, you will find a Report on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of the screen: ...
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Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
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Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
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Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Outcome Summary will display Total Invested During Term , Expected Outcome (Stochastic) , Fin...
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The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...