Updated Articles

  1. Basis of Illustration - Stochastic Forecast - CIP

    This article is a continuation of Basis of Illustration - Results - CIP The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second colu...
  2. Basis of Illustration - Results - CIP

    The Basis of Illustration> Results  tab displays each investment separately. It outlines the following: Result Summary Investment Proposal Details  Investment Amounts Contributions & Withdrawals Custody Details Adviser Fees Pro...
  3. Comparison & Ex-Ante using a CIP - Research Report

    A Report can be created on the Research report: You can either view the report or download: ...
  4. Comparison & Ex-Ante using a CIP - Select Platform/Custom Combination

    When you are ready to select the Platform or Platform and Off Platform combination, select the  +  next to the chosen product: Continue to Ex-Ante Illustration: This will take you through to the Basis of the Illustration . See article...
  5. Comparison & Ex-Ante using a CIP - Switches/Trades

    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. Any changes ...
  6. Comparison & Ex-Ante using a CIP - Research Filtering

    Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Filte...
  7. Comparison & Ex-Ante using a CIP - Research Screen

    This article explains the Research screen in Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup a CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP,...
  8. Comparison & Ex-Ante using a CIP - Creating research within a client record

    This article explains how to create Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP, see ar...
  9. Comparison & Ex-Ante using a CIP - Creating in the research tab

    Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...
  10. Comparison & Ex-Ante using a CIP - Creating through the homepage

    This article explains how to create Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP, see ar...