Ex-Ante (Pre Sales)

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...

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...

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 ...

Once the Research has been created, you can start to add Investments to Research. See articles on how to create Research - Ex-Ante - Creating through the homepage , Ex-Ante - Creating in the Research tab or Ex-Ante - Creating research within a c...

Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...

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...

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. ...

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...

Adviser Fees can be added/amended through the Fees  tab: If you have chosen to set Adviser Fees per Investment, the Add Fees Per Investment button will be enabled and fees will be greyed out. You will need to edit each investment in the Inves...

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...

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...

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

The Deterministic Forecast tab allows you to review a deterministic graph, showing the Net Contributions , Overall Return and Return Without Fees  over the  Term of Investment.   Overall Growth %  & Overall Growth £  is also shown above the...

The Capacity for Loss tab will need to be completed for each investment on the Illustration. Complete the questionnaire: You will not be able to proceed to the Check-in without the Capacity for Loss statement completed. You have the oppo...

The Suitability  tab will display an Efficient Frontier  graph: Included in this screen is a  Value at Risk Statement at the bottom of the graph: Next tab to review is the  Ex-Ante Statement.  See article  Ex-Ante - Basis of Illustration...

The Ex-Ante Statement tab outlines a breakdown of all costs: The next tab to review is the Compliance Details.  See article  Ex-Ante - Basis of Illustration - Compliance Details ...

The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Calculated Fees Summary , Risk Summary and Fund Fact sheet. The Compliance Statement is internal and will not app...

Report Content contains a Recommendation Summary and Target Portfolio Summary.  When completed, they will appear on the report. The Outcome Summary  will display Total Invested During Term , Expected Outcome (Stochastic) , Final Value (...

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...

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 ...

Within the Report  area, you will find a Report 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 the screen: ...