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Last Updated: 26/05/2022
in Pathways Configuration In the Risk Categories area, you are able to view each risk category, with the minimum score, description & asset allocation. Default Risk Set can be changed in the drop down: ...
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Last Updated: 26/05/2022
in Pathways Configuration In the Client Risk Questions & Answers area, you are able to view the attitude to risk questionnaire questions, answers and the normal/reverse scoring: ...
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Last Updated: 26/05/2022
in Pathways Configuration The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions t...
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Last Updated: 26/05/2022
in Pathways Configuration Company Information can be edited by clicking the pen icon next to each field. This information will pull through to any digital outputs to create: Once the changes the have been made, click ‘Save’ ...
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Discretionary Funds Managers, Multi-Assets and Insurance Distributions Directives can be used as part of an Illustration. You are able to view the portfolio breakdown by clicking the eye to the left of the portfolio: If you would like ...
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This article is a continuation of Central Investment Proposition - Adding Fund Lists to a Segment Add Adviser Fees to a segment within a Central Investment Proposition through the Adviser Fees tab: Fees can be entered using either a perc...
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To add Fund List/s to a Segment within the CIP, click into the Fund Lists tab: Move one or more Fund Lists by clicking on the list you would like to add to the segment. Once selected, click the arrow to move the Fund List over to Fund Lis...
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To add Portfolios to a Segment within the Central Investment Proposition click into Portfolios Move one or more portfolios by clicking on the portfolios you would like to add to the segment. Once selected, click the arrow to move the portf...
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Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate them to a segment. You are able to set Adviser Fees against each segment and set which ...
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Add fund lists in the Fund Lists tab: Select the fund list/s you would like to add to the CIP: Use the arrow to move the list to Assigned to CIP For more information on configuring your CIP, see article Central Inves...