Updated Articles

  1. What's in Pathways 6.6 Release?

    Pathways Product Update New features and enhancements  We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special deals  ...
  2. What's in Pathways 6.7 Release?

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.7 Enhanced Client Review Process Initiating and managing the reviews of client holding has been modified to incorporate customer feed...
  3. What's in Pathways 6.2 Release?

    Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features CIExpert integration Enhancements to existing features New produ...
  4. What's in Pathways 6.0 release?

    Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features Pathways Protection; single life quotes for level term, income p...
  5. What's in Pathways 6.1 Release?

    Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features Cashflow Retirement Edition Related contacts and Family Assets Unde...
  6. What's in Pathways 5.0 release?

    Pathways Product Update Enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Portfolio builder improvements Fund validation on holdings Record gene...
  7. What's in Pathways 5.1 release?

    Pathways Product Update Enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Products created by your organisation are held in the product list Char...
  8. What's in Pathways 3.0 Release?

    This release introduces the Comparison and Ex-ante features for Pathways in addition to new functionality and improvements for Risk Explorer. New Features Improved Risk Illustration journey Addition of the 1-5 risk categories Ability to manuall...
  9. What's in Pathways 4.1 Release?

    Pathways Product Update Ex-post Reviews, Switching Analysis and Valuations We're pleased to share the new licensable features and analysis tools    Ex-post Reviews    Valuations for Holdings    Switching Analysis These features extend ...
  10. What's in Pathways 4.2 Release?

    Pathways Product Update Enhancements to research journeys We're pleased to share an overview of some of the changes in our latest Pathways release  Add historic/off sale holdings to use in research journeys Set default growth rates Expor...