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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 ...
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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...
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In the Report area, you will find a Report for each Investment on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of th...
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A Report can be created on the Research report: You can either view the report or download: ...
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This article is a continuation of Basis of Illustration - Results - CIP The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second colum...
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Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...
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The Suitability tab will display an Efficient Frontier graph: Included in this screen is a Value at Risk Statement at the bottom of the graph: Next tab to review is the Ex-Ante Statement. See article Bas...
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The Client Check-In allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...
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This article explains how to create Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP...
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This article explains the Research screen in Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup a CIP, this can be done in the Investment Pathways tab. For more information on how to create & build y...