-
The logo file you have uploaded is too large. You will need to update the logo size to approximately 150x150 (this will depend on the size/shape of the logo)
-
Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
-
The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions text and ...
-
Company Information can be edited by clicking the pen icon next to each field. This information will pull through to any digital outputs to create: Once the changes the have been made, click ‘Save’ ...
-
Last Updated: 24/11/2023
in Pathways Configuration The configuration tab is where you can view/amend your Company Information, Branding, Terms & Conditions, Disclaimer & a Risk Questionnaire Message. You can also view the Central Investment Strategy, add Special Deals and Discounts information and P...
-
Your browser does not support HTML5 video. Learn how Switching Analysis includes a ceding and receiving scheme, and supports the creation of pension consolidation reports when multiple pensions are involved ...
-
To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to risk...
-
This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client & Sending an Attitude to Risk Questionnaire to your client to complete Once an Attitude to Risk Questionnaire has been reviewed and s...
-
To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to ris...
-
If you have completed the questionnaire with your client and would like to complete the questions manually, follow the steps below: Create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test...