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In the example below, we have added a Pension as an investment. If you are unsure of how to add investments, see article Comparison with Ex-Ante - Add Investment for details. Multiple investments can be added through the Add Inves...
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Add switch information through the 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. The butto...
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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 Ba...
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The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...
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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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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with Ex-ante scenario directly from the Homepage, hover over the Research tab and select the down arrow: S...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alter...
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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 ...