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When conducting research, you can click on the platform provider's name to view the result details. Some funds listed may have the following symbol: This indicates that the cheaper share class logic has been applied, meaning the fund was sele...
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Created On: 31/03/2025
in Dynamics 365 Guides
Service Contracts - One-Offs When adding a one-off payment, select One-off in the Payment Frequency field Select Non-Automated Click through to the Product line to amend the details Make sure the correct price is added Zero off the qua...
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Create an Fixed Term Annuity quote through the Annuity tab on the Homepage: Complete the details of the quote. If your client does not consent to their data being shared with Providers, select No. Add details of the annuity: A...
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Once a quote has been submitted, quote results will be returned. View details of the quote and product before applying: 1. Provider documents 2. Remuneration Details 3. Quote Notes If you would like to proceed with the quote, select Buy ...
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Create a Purchased Life Annuity through the Annuity tab on the Homepage: This will open the quote page: Complete details of the quote: ...
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Create a Lifetime Annuity quote through the Annuity tab on the Homepage: Select Lifetime Complete details of the quote: Once complete, answer whether your client consents to their data being shared with providers, as well as sharin...
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Created On: 13/03/2025
in Synaptic Pathways Welcome!
Entry Pack Salesforce Licence Contacts Holdings Attitude to Risk Questionnaire Portfolio Builder Asset Allocation Synaptic Risk Ratings Investment Pathways Central Investment Proposition Moody’s Analytics Launch Product & Fund, Webli...
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Created On: 13/03/2025
in Synaptic Pathways Welcome!
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