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Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...
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Central Investment Propositions are created within the Investment Pathways area. You can configure Platform & Off Platform Products , Portfolios , Fund Lists and Segments under the CIP. Multiple segments can be...
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Research without a Central Investment Proposition will allow you to do Whole of market research. All platforms & off platform products will be available and they will only be unavailable if a fund or portfolio has been selected that is not supp...
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If you are expecting to see a specific provider or platform in the research, they may be unavailable for a number of reasons If you have created a Central Investment Proposition. The product is either not in the CIP or is in the CIP, but not alloc...
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Stakeholder can be selected in the Comparison with Ex Ante and Ex Ante results screen. When selecting a retirement wrapper in the investment details, the 'Stakeholder' button will be available to select: The Stakeholder button will be h...
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You will need to make sure the Central Investment Proposition is set to active. Navigate to Investment Pathways: In the Central Investment Proposition area, find the record you have created. If the Active column shows the CIP as Inactiv...
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Navigate to Investment Pathways: When creating a Central Investment Proposition, you will get the choice of making it Active upfront: If you would prefer to work on the CIP before marking it as active, you can navigate back to ...
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Pathways has been designed to open a tab in the navigation bar when the item you are working on does not have a dedicated tab. Risk questionnaires & Illustrations will appear in the navigation bar as they can only be opened through a contact re...
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In the Report area, you will find a Report for each Investment on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of th...
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A Central Investment Proposition can be created and used on Comparison with Ex-ante and Ex-ante only research. Central Investment Propositions are setup within the Investment Pathways area. Articles on how to setup a CIP can be found here. ...