Central Investment Propositions are created within the Investment Pathways area.
You can configure Platform & Off Platform Products, Portfolios, Fund Lists and Segments under the CIP.
Multiple segments can be created, these segments can consist of products, portfolios, funds & adviser fees. Users can be assigned to one or more of those segments.
When creating Research with a CIP, you will be asked to select a segment once the details of the research is entered. Only Platform & off Platform Products, Portfolios & Fund Lists assigned to a segment in the CIP will be available in the research.
A user can be setup with permissions to select a segment or run Whole of Market research. If a user has not been assigned to a segment, research will be Whole of Market by default.
