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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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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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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 directly from the Homepage, hover over the Research tab and select the down arrow: Select New...
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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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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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Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Outcome Summary will display Total Invested During Term , Expected Outcome (Stochastic) , Fin...
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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 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 - CIP ...
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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 Basis ...