Updated Articles

751. Switching - Creating within a client record

     Last Updated: 28/04/2022 in Pathways Research Research - Getting Started Switching
     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 contact...

752. Switching - Creating in the research tab

     Last Updated: 28/04/2022 in Pathways Research Research - Getting Started Switching
     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...

753. Switching - Creating through the homepage

     Last Updated: 28/04/2022 in Pathways Research Research - Getting Started Switching
     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 ...

754. Platform Holdings - Performance

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     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 Performance ...

755. Platform Holdings - Withdrawals

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     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...

756. Platform Holdings - Contributions

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     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...

757. Platform Holdings - Underlying Assets

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     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  or use...

758. Platform Holdings - Holdings

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     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...

759. Creating a Platform Holding

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of Risk Rate Holding Create a New Contact or load an existing record: This will open the contact record. Click into the Holdings tab and click New under the Platform Holdings area: Enter the details o...

760. Risk Rate Holding

     Last Updated: 28/04/2022 in Pathways Contacts Contacts - Getting Started
     This article is a continuation of  Off-Platform Holdings - Performance Risk rate a holding through the Risk Rate Holding  button at the top right of the screen: Once risk rated, the rating can be found next to the current value at the t...

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