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This article is a continuation of Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the preferred scenario by selecting it from the dropdown Once selected it will show (Preferred) in title: This ...
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This article is a continuation of Income Analysis - Advanced Options - Creating Scenarios Once new scenarios has been created, you can amend the inputs and compare them against each other. In the example below, I will create three scenarios in...
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This article is a continuation of Income Analysis - Advanced Options Add a new scenario by selecting + New Name the new scenario and click OK This will copy the original scenarios details, ready to modify. Change any input...
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This article is a continuation of Income Analysis - Advanced Options - Editing Scenarios The three scenarios are now created, we can compare them. Click the Compare button: See next article Income Analysis - Report ...
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This article is a continuation of Income Analysis - Results - Export Charts Advanced options allows you to create and compare up to 3 additional scenarios. Advanced Options will show the original income analysis scenario. Change any inpu...
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Created On: 02/08/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.10 Research Journeys results display reason the platform and products have been excluded Retirement Cashflow Income Analysis...
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Created On: 25/07/2024
in Dynamics 365 Training Videos Your browser does not support HTML5 video. ...
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If you notice values are zero within the Costs & Charges tab of an Ex-Post review, this could be related to the product you have selected in the holding. Synaptic Pathways allows you to add generic/custom holdings. If you have selected a custom ...
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For ethical funds, there is an ethical filter available when conducting research. This indicates that our fund data supplier has flagged this fund as ethical. Please also see Do you have Ethical funds on the system? We don't have a specific fe...
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List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...