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Created On: 14/11/2024
in Dynamics 365 Training Videos Your browser does not support HTML5 video. ...
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To help you carry out your due diligence, we have put together responses to the most commonly asked questions within this document available for download: Synaptic Product & Fund Due Diligence.pdf We are happy to carry out more detailed due d...
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Created On: 09/10/2024
in Dynamics 365 Guides & FAQ's Reports & Views Quick Guide Creating reports and editing views Navigate to the view you would like to create your view/report In the dropdown on the top left (this would normally default to for e.g. My Open Opportunities, Active Services depen...
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Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
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This article is a continuation of Income Analysis - Joint Life - Annuity Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing a combined Income Value Graph for both clients. The graph a...
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This article is a continuation of Income Analysis - Joint Life - Other Incomes From Projection An annuity quote will automatically generate for both clients when clicking into the Annuity tab. This is an Indicative quote based on the proje...
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This article is a continuation of Income Analysis - Joint Life - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension and Other Incomes can be...
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This article is a continuation of Income Analysis - Joint Life - Add Plans The Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income . If a joint client, this will be the clients combined income requ...
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This article is a continuation of Income Analysis - Joint Life - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like ...
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This article is a continuation of Income Analysis - Joint Life - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges - add either Individ...