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11. Income Analysis - Advanced Options - Scenario Editor

    Created On: 24/02/2025 in Synaptic Pathways Income Analysis Income Analysis - Getting Started
    This article is a continuation of Income Analysis - Advanced Options - Income Hierarchy Scenario Editor can be found on the bottom right of the Advanced Options screen. This allows you to select market event scenarios, which can be applied t...

12. How to create resolved cases view and export

    Created On: 20/02/2025 in Dynamics 365 Frequently Asked Questions
    Navigate to Cases in the left menu: The view will be set to My Active Cases by default (unless changed). Go into the view dropdown and scroll down to Resolved Cases . This view will include all resolved cases in Dynamics 365. You will ne...

13. How to create a case view

    Created On: 20/02/2025 in Dynamics 365 Frequently Asked Questions
    Cases are used by multiple businesses within FintelIQ. Before using the Case area, you will need to configure your views to make sure you can track and view your own teams cases. Start by navigating to Cases in the left menu: View usually de...

14. What's in Pathways 6.13 Release?

    Created On: 19/02/2025 in Synaptic Pathways Release Notes & Documentation Release Notes
    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.13 Retirement Cashflow Income Analysis Joint Research: Drawdown start dates Stock market event stress test scenarios  Print & downl...

15. Restricted Funds in Synaptic Pathways

    Created On: 05/02/2025 in Synaptic Pathways Portfolio Builder Portfolio Builder - Frequently asked questions
    When adviser firms have negotiated the use of restricted funds with special rates with fund promoters, these fund versions may not be available on platforms in Pathways. This is because Pathways displays all platform fund links to all customers. ...

16. Logging into Synaptic Webline Protection

    Created On: 04/02/2025 in Synaptic Webline Webline Protection Introduction
    Synaptic Webline Protection can be accessed through this URL -  https://www.webline.co.uk/WeblineUI/Quote Complete your user details and Sign In ...

17. Why does more than one fund have the same ISIN identifier?

    Created On: 29/01/2025 in Synaptic Pathways Portfolio Builder Portfolio Builder - Frequently asked questions
    Each fund share class has an unique ISIN. However, variations within the same share class (e.g., EUR, GBP, USD) will have the same ISIN. In such cases, it is preferable to use SEDOLs or Citicodes when searching for a fund in Synapt...

18. Off-Platform Pension Switch with Assets Under Management

    Created On: 29/01/2025 in Synaptic Pathways Research Research - Frequently Asked Questions
    Assets Under Management are not taken into account when an off-platform pension switch is performed in Pathways therefore the RIY may not be what the adviser is expecting. For off platform scenarios the RIY will be calculated based on the current i...

19. Setting up a new device for Multifactor Authentication

    Created On: 28/01/2025 in Synaptic Pathways Pathways Administration
    To set up a new device for Multifactor Authentication, you must first remove the old device from your Synaptic Pathways user account. In this article, we’ll outline a few common scenarios when setting up a new device. See below: Your org ...

20. Setting up Multifactor Authentication

    Created On: 28/01/2025 in Synaptic Pathways Pathways Administration
    When logging into the Synaptic Pathways for the first time, you will need to setup Multifactor Authentication.  If you have logged into Synaptic Pathways before, but have a new mobile device, you will need to disconnect your current device and fo...

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