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Last Updated: 27/11/2023
in Pathways Release Notes 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...
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Last Updated: 27/11/2023
in Pathways Release Notes 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...
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Last Updated: 27/11/2023
in Pathways My Apps & Settings My Apps & Settings allows you to access App Launcher and Provider Credentials. In this article, we will be looking at the App Launcher. Webline Protection, Product & Fund Research and Retirement Analyser will be greyed out until you enter y...
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Last Updated: 27/11/2023
in Pathways Fund Lists To export a Fund List, click 'Export Fund List' in the top right of the screen: This will export your fund list to a csv file and can either be found in the download bar at the bottom of the screen, or within the Download folder: See next...
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Last Updated: 27/11/2023
in Pathways Fund Lists Funds can be imported into Fund lists within the Fund Lists tab: Click into the Fund list or create new: Click 'Fund Import' in the top right of the screen: Click 'Sample File' to download the template file: Open the file to input ...
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Last Updated: 27/11/2023
in Pathways Fund Lists Excluded Funds can be added through the View Excluded Funds button: Add funds to your excluded list by typing in the fund name or fund code (Citicode, Sedol, ISIN and MexID) Excluded funds will be excluded across all fund lists and whole...
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Last Updated: 27/11/2023
in Pathways Fund Lists The Fund Lists tab allows you to create one or more fund lists. Multiple Fund Lists can be active at one time and can be used on Central Investment Propositions. Create new Fund Lists through the New button: You can set the Fund List as Act...
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The application is available on the Salesforce App Store and can be downloaded for immediate use. ...
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This article is a continuation of Central Investment Proposition - Adding Portfolios Add fund lists in the Fund Lists tab: Select the fund list/s you would like to add to the CIP: Use the arrow to move the list to Assigned to CIP ...
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For details on how to Create a Central Investment Proposition, see article Central Investment Proposition - Adding On Platforms to a Segment We have created our CIP, we can now add off platforms to include in the Central Investment Proposition. ...