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Within Configuration , under your Company Settings you can enter Terms & Conditions and a Disclaimer. Th is text will appear on reports and emails sent from your system. ...
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Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
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Company Information can be edited by clicking the pen icon next to each field. This information will pull through to any digital outputs to create: Once the changes the have been made, click ‘Save’ ...
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The logo file you have uploaded is too large. You will need to update the logo size to approximately 150x150 (this will depend on the size/shape of the logo)
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Last Updated: 13/02/2024
in Pathways Configuration The configuration tab is where you can view/amend your Company Information, Branding, Terms & Conditions, Disclaimer & a Risk Questionnaire Message. You can also view the Central Investment Strategy, add Special Deals and Discounts informati...
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The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions t...
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Last Updated: 13/02/2024
in Pathways Fund Lists Excluded Funds can be added through the View Excluded Funds button: Add funds to your excluded list by typing in the fund name or fund code (Citicode, Sedol, ISIN and MexID) Excluded funds will be excluded across all fund lists and whole...
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Last Updated: 13/02/2024
in Pathways Fund Lists Funds can be imported into Fund lists within the Fund Lists tab: Click into the Fund list or create new: Click 'Fund Import' in the top right of the screen: Click 'Sample File' to download the template file: Op...
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Last Updated: 13/02/2024
in Pathways Fund Lists The Fund Lists tab allows you to create one or more fund lists. Multiple Fund Lists can be active at one time and can be used on Central Investment Propositions. Create new Fund Lists through the New button: You can set the Fund List as Act...
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Last Updated: 13/02/2024
in Pathways Fund Lists To export a Fund List, click 'Export Fund List' in the top right of the screen: This will export your fund list to a csv file and can either be found in the download bar at the bottom of the screen, or within the Download folder: ...