Release Notes

We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.12 Retirement Cashflow Income Analysis Non-pension holdings  Savings accounts   Pension strategy per pension pot  Defined i...

We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.11 Retirement Cashflow Income Analysis Joint client research Advanced options allow for joint comparisons Report reflects joint...

We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.10 Research Journeys results display reason the platform and products have been excluded  Retirement Cashflow Income Analysis...

We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.9 Client Special Deals - Create special deals against a client record Cashflow Retirement Edition  - Annuity quote updates and g...

We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.8 Protection Quote Comparison - Joint Life quotes and new Comparison Report Holding Assets - ability to add underlying assets t...

We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.7 Enhanced Client Review Process Initiating and managing the reviews of client holding has been modified to incorporate customer feed...

Pathways Product Update New features and enhancements  We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special deals  ...

Pathways Product Update New features and enhancements  We're pleased to share the highlights of our latest Pathways product release New annual transaction summary Ex-post report updates Client ATRQ report updates Costs and charges s...

Pathways Product Update New features and enhancements  We're pleased to share the highlights of our latest Pathways product release New Paraplanner Access Centre Automated daily unit price updates on holdings Include ongoing charge w...

Pathways Product Update New features and enhancements  We're pleased to share the highlights of our latest Pathways product release Enhancements to existing features ATRQ report new layout with additional data New Comparison switchin...

Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features CIExpert integration Enhancements to existing features New produ...

Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features Cashflow Retirement Edition Related contacts and Family Assets Unde...

Pathways Product Update New features and enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release New features Pathways Protection; single life quotes for level term, income p...

Pathways Product Update Enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Products created by your organisation are held in the product list Char...

Pathways Product Update Enhancements to research journeys  We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Portfolio builder improvements Fund validation on holdings Record gene...

Pathways Product Update Enhancements to research journeys We're pleased to share an overview of some of the changes in our latest Pathways release  Add historic/off sale holdings to use in research journeys Set default growth rates Expor...

Pathways Product Update Ex-post Reviews, Switching Analysis and Valuations We're pleased to share the new licensable features and analysis tools    Ex-post Reviews    Valuations for Holdings    Switching Analysis These features extend ...

This release introduces the Comparison and Ex-ante features for Pathways in addition to new functionality and improvements for Risk Explorer. New Features Improved Risk Illustration journey Addition of the 1-5 risk categories Ability to manuall...

The Risk Explorer release 2.0 contains new features along with several improvements to the existing application.  New Features Sustainable Drawdown  The Sustainable Drawdown calculator allows you to model different scenarios to see the projecte...