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Last Updated: 13/02/2024
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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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details...
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This article is a continuation of Income Analysis - Creating Research Complete the Add Goal Details screen. These details will be used throughout the research to provide a picture of how long the fund will last against a given income requiremen...
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Optimise Portfolio Review funds and current weightings to determine whether the portfolio should be updated. Add and remove funds Change weightings Rebalance Select an alternative portfolio Select Growth Rate for Next Period and Remai...
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Assets Under Management Include Client and Family Assets Add, Edit and Remove Platform assets under management Choose to include or exclude the Client and Family Assets for the review: Add a new Platform by selecting from the dropdown ...
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With the Ex-post review screen, the percentage cost is calculated from the monetary (£) figure. The monetary figures are calculated using the balance of the product and any growth on the balance. The percentage derived from this monetar...
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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 - Suitability The Costs & Charges tab includes a breakdown of all costs, in line with MiFID II directives: Disclosure also needs to include a separate forecast for costs for the first yea...
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This article is a continuation of Ex-Post Reviews - Costs & Charges The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In screen. If the questions h...