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The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees over the Term of Investment. Overall Growth % & Overall Growth &p...
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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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Add switching information through the Switches/Trades tab. The Set Trades + button will become available once information is complete. Set Trades + to apply to the Results: The button will be greyed out once applied. ...
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When you are ready to select the Platform or Off Platform product, select the + next to the product: Select Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See artic...
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The Capacity for Loss tab will need to be completed for each investment on the Illustration. Complete the questionnaire: You will not be able to proceed to the Check-in without the Capacity for Loss statement completed. You have the oppo...
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In the example below, we have added a Self Investment Personal Pension as an investment. If you are unsure of how to add investments, see article Ex-Ante - Add Investment for details. Review the details of your chosen Investm...
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Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Outcome Summary will display Total Invested During Term , Expected Outcome (Stochastic) , Fin...
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Within the Report area, you will find a Report 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 the screen: ...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create an Ex-ante scenario directly from the Homepage, hover over the Research tab and select the down arrow: Select New...
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Term When updating the term, click Update Results Filter Results by Provider Ex-Ante only Research is based on selecting a single product. Filter Results by Product Ex-Ante only Research is based on selecting a single product. ...