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Your browser does not support HTML5 video. Creating an Attitude to Risk Questionnaire to send to the client, how to complete the Attitude to Risk Questionnaire on behalf of your client & setting manually. In the Oct 2023 update the Capacit...
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Your browser does not support HTML5 video. How to create an Illustration and complete Illustration details. This includes Investment Details, Portfolio, Charges and Fees & the Capacity for Loss Questionnaire. ...
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Your browser does not support HTML5 video. How to navigate the Outcome screen within a Synaptic Pathways Risk Illustration ...
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This article is a continuation of Switching - Fees Once you have reviewed the results and selected a platform/off platform option, create a Report. View the report: The report can be downloaded: ...
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This article is a continuation of Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be sele...
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This article is a continuation of Switching - Results Screen Add Switches/Trades under the Target Scheme at the top of the screen: Add the details and Update Results The results will reflect the updated Switches/Trades. For furt...
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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...
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This article is a continuation of Switching - Add Ceding Scheme Add a Target Scheme through the + Add Target Scheme button: Choose a target product or leave blank for a comparison of available products. In this example we will lea...
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This article is a continuation of Switching - Switches/Trades Add Fees in the Target Scheme area at the top of the screen: Add the fee information and Update Results The added fees will now be reflected on the results screen...
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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 co...