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Last Updated: 07/12/2023
in Pathways Release Notes 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...
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Assets Under Management Include Client and Family Assets Add, Edit and Remove Platform assets under management Choose to include or exclude the Client and Family Assets for the review: Add a new Platform by selecting from the dropdown ...
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Optimise Portfolio Review funds and current weightings to determine whether the portfolio should be updated. Add and remove funds Change weightings Rebalance Select an alternative portfolio Select Growth Rate for Next Period and Remainder ...
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Contributions & Withdrawals In the Contributions & Withdrawals tab you are able to: Add or Edit Contributions Add or Edit Withdrawals Existing Contributions and Withdrawals will be listed. You can either edit existing contributions, delete o...
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Investment Details In the Investment Details tab you are able to: Amend the term Select Central Investment Proposition or Whole of Market Complete MiFID II Compliance information Choose a Risk Category In this example, we will keep the t...
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This article is a continuation of Ex-Post Reviews - Review Screen The optimise button allows you to optimise multiple details. Investment Details tab Amend the term Select Central Investment Proposition or Whole of Market Complete MiFID I...
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This article is a continuation of Ex-Post Reviews When the review has been created, you will be taken to the Review screen: The screen is split into Previous Review, Current Position and Next Period : Previous state will list the i...
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Ex-post reviews can be conducted either from a new holding (including generic) or a holding that has been converted from ex-ante research. For more information on how to create a comparison with ex-ante or ex-ante research, see here. Navigate to ...
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This article is a continuation of Ex-Post Reviews - Report Once the report has been reviewed, Mark as Complete at the top right of the screen: Update Holding Now The Mark as Complete button will be greyed out once done. ...
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This article is a continuation of Ex-Post Reviews - Client Check-In In the Report area, you will find the proposal details on the left side of the screen. The body of the report can be viewed on the right side of the screen: ...