-
The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the selection process for advisers. The unitised funds will display the...
-
The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds in order to streamline the selection process for advisers. The unitised funds will display the perfo...
-
Last Updated: 22/06/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New Paraplanner Access Centre Automated daily unit price updates on holdings Include ongoing...
-
Last Updated: 01/06/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Enhancements to existing features ATRQ report new layout with additional data New Comparison...
-
Under the section My Apps & Settings > Provider Credentials , you will see a button at the top right My Valuations User Name . Pathways automatically creates a unique identifier (valuations username) for each user when they use the...
-
Most products will be supported for each provider, but there will be instances where an electronic valuation is not available, such as legacy products. Please refer to the individual provider guides to see what products are supported. ...
-
The providers supply fund detail in the electronic response message. If an industry recognised fund code is supplied (Citicode/SEDOL/ISIN/MEXID), it will link to the data from FE fundinfo and populate further information where available, such ...
-
The electronic messages can take many different formats, but are usually supplied as: Individual real-time – a direct request to the provider who responds with the latest valuation. Bulk valuations – a file containing the valu...
-
If the message sent to the provider is inaccurate (for example a mismatch with the data submitted to the provider and the information they hold) an error message will be returned detailing the issue. It is therefore vitally important that the ...
-
You will need to have the following setup for the valuation request button to be displayed on the holding: Pathways valuation licence Organisation ID entered Provider authentication details completed The button will only show on providers disp...