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This article is a continuation of Switching - Add Ceding Scheme Add a Target Scheme through the + Add Target Scheme button: Choose a target product or leave blank for a comparison of available products. In this example we wil...
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This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
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This article is a continuation of Switching - Creating in the research tab Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research within a co...
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This article is a continuation of Switching - Creating through the homepage Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create Switching research in the Research...
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Switching research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research directly from the Homepage, hover over the Research tab and select the down arrow: Select ...
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This article is a continuation of Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Perform...
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This article is a continuation of Platform Holdings - Contributions Add withdrawals to a Holding by selecting New Select Regular, Single or Transfer: Complete the details of the Withdrawal: Once the fields are complete, Sa...
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This article is a continuation of Platform Holdings - Underlying Assets To add contributions to an Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Contributio...
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This article is a continuation of Platform Holdings - Holdings To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All o...
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This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...