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When you are ready to select the Platform or Off Platform product, select the + next to the product: Select Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See article Ex- Ante - Basis...
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Add switching information through the Switches/Trades tab. The Set Trades + button will become available once information is complete. Set Trades + to apply to the Results: The button will be greyed out once applied. The button w...
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Term When updating the term, click Update Results Filter Results by Provider Ex-Ante only Research is based on selecting a single product. Filter Results by Product Ex-Ante only Research is based on selecting a single product. ...
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In the example below, we have added a Self Investment Personal Pension as an investment. If you are unsure of how to add investments, see article Ex-Ante - Add Investment for details. Review the details of your chosen Investment: Growt...
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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 Rese...
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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...