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This article is a continuation of Generic Holdings - Contributions Add withdrawals to a generic holding by selecting New: Select Regular, Single or Transfer : Complete the details of the withdrawal: Once the fields are c...
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This article is a continuation of Generic Holdings - Withdrawals To add underlying assets to a generic holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asse...
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This article is a continuation of Generic Holdings - Underlying Assets Add cash account details under the Cash Account tab within a generic holding: Click New Complete details of the cash account and Save Note: Only the Accou...
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This article is a continuation of Generic Holdings - Cash Accounts To add assets to a generic holding, click into the Assets tab: Click New Complete details of the New Asset and Save The asset will be listed w...
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This article is a continuation of Generic Holdings - Assets The Performance tab lists all valuations completed (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performance I...
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This article is a continuation of Generic Holdings - Performance Charges information can be added to Generic Holdings through the Charges tab: Enter the Headline Product Charges % The Override Defaults button will be greyed out...
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Last Updated: 16/06/2022
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share an overview of some of the changes in our latest Pathways release Add historic/off sale holdings to use in research journeys Set default growth rat...
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Your browser does not support HTML5 video. Learn how Switching Analysis includes a ceding and receiving scheme, and supports the creation of pension consolidation reports when multiple pensions are involved ...
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To assign licences, you will have to be an admin user Navigate to Setup in the top right of the screen: Type 'users' in quick find box on the top left of the screen. In the Users list, select ‘Users’ If you would like...