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In the Advanced Options tab, you are able to set Income Hierarchy. Enabling this option will allow you to define a specific order for withdrawals from your holding or savings account. Click Enable Custom Drawdown Order: Update Dr...
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Created On: 10/12/2024
in Pathways Release Notes We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.12 Retirement Cashflow Income Analysis Non-pension holdings Savings accounts Pension strategy per pension pot Defined i...
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Created On: 14/11/2024
in Dynamics 365 Training Videos
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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 dep...
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Created On: 09/10/2024
in Dynamics 365 Guides & FAQ's
Cases Quick Guide Search for the Contact and the account - If they don't exist, create the records. Navigate to Cases in the left menu Select New Cases Complete details of the case going left to right Type a Case Title Case Number is popula...
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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...