-
If Adviser Fees have been added to the segment within the CIP, they will be displayed in 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...
-
Add switching information through the 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. Any changes to th...
-
In the example below, we have added a Pension as an investment. If you are unsure of how to add investments, see article Comparison with Ex-Ante - Add Investment for details. Multiple investments can be added through the Add Investment + b...
-
This article explains the Research screen in Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup a CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP,...
-
Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...
-
This article explains how to add investments to Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your...
-
This article explains how to create Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP, see ar...
-
Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with Ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...
-
Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...
-
This article explains how to create Comparison & Ex-Ante research, using a Central Investment Proposition. If you have not setup the CIP, this can be done in the Investment Pathways tab. For more information on how to create & build your CIP, see ar...