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Last Updated: 04/05/2022
in Pathways Release Notes Pathways Product Update Ex-post Reviews, Switching Analysis and Valuations We're pleased to share the new licensable features and analysis tools Ex-post Reviews Valuations for Holdings Switching...
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Last Updated: 28/04/2022
in Pathways My Apps & Settings My Apps & Settings allows you to access App Launcher and Provider Credentials. In this article, we will be looking at the App Launcher. Webline Protection, Product & Fund Research and Retirement Analyser will be greyed out until you...
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Last Updated: 28/04/2022
in Pathways Fund Lists The share class lock can be found within Fund Lists. Leaving a fund unlocked will allow the system to choose a cheaper share class when running Illustrations. If locked, the system will only use the exact fund listed. ...
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This article is a continuation of Ex-Post Reviews - Report Once the report has been reviewed, Mark as Complete at the top right of the screen: Continue The Mark as Complete button will be greyed out once done. ...
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This article is a continuation of Ex-Post Reviews - Client Check-In In the Report area, you will find the proposal details on the left side of the screen: The body of the report can be viewed on the right side of the screen: ...
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This article is a continuation of Ex-Post Reviews - Report Content The Client Check-In screen allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been asses...
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This article is a continuation of Ex-Post Reviews - Compliance Details The Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Objective Summary&...
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This article is a continuation of Ex-Post Reviews - Capacity for Loss The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Portfolio Factsheet and Risk Summary....
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This article is a continuation of Ex-Post Reviews - Costs & Charges The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In s creen Complete the questi...
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This article is a continuation of Ex-Post Reviews - Suitability The Costs & Charges tab includes a breakdown of all costs, in line with MifID directives: Disclosure also needs to include a separate forecast for costs for the first year, ...