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Once the Research has been created, you can start to add Investments to Research. See articles on how to create Research - Ex-Ante - Creating through the homepage , Ex-Ante - Creating in the Research tab or Ex-Ante - Creating research within a c...
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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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Adviser Fees can be added/amended through the Fees tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You will need to edit each investment in the ...
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The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details. See article Ex-Ante - Basis of Illustration - Compliance Details ...
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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 in the Research tab, click into the tab from the Homepage: All existing research will be listed. Cl...
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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 within a contact record, either: Search for the client in the top search bar: Alternatively, find ...
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The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details. See article Basis of Illustration - Compliance Details ...
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Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...
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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 the...
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A Report can be created on the Research report: You can either view the report or download: ...