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551. Switching - Add Ceding Scheme

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     Once the Research has been created, you can start to add Ceding Schemes to the research. See articles on how to create switching research - Switching - Creating through the homepage , Switching - Creating in the research tab or Switching - Creat...

552. Switching - Research Screen

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article  Switching - Add Ceding Scheme ...

553. Switching - Creating within a client record

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of  Switching - Creating in the research tab Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research within a contact...

554. Switching - Creating in the research tab

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     This article is a continuation of Switching - Creating through the homepage Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create Switching research in the Research...

555. Switching - Creating through the homepage

     Created On: 27/04/2022 in Pathways Research Research - Getting Started Switching
     Switching research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research directly from the Homepage, hover over the Research tab and select the down arrow: Select ...

556. Platform Holdings - Performance

     Created On: 27/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of  Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performance ...

557. Platform Holdings - Withdrawals

     Created On: 27/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of Platform Holdings - Contributions Add withdrawals to a Holding by selecting New Select Regular, Single or Transfer: Complete the details of the Withdrawal: Once the fields are complete, Sa...

558. Platform Holdings - Contributions

     Created On: 27/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of Platform Holdings - Underlying Assets To add contributions to an Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Contributio...

559. Platform Holdings - Underlying Assets

     Created On: 27/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of Platform Holdings - Holdings To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All  or use...

560. Platform Holdings - Holdings

     Created On: 27/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...

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