Popular Articles

  1. Creating Special Deals

    To create a special deal in Synaptic Pathways, navigate to Configuration in the navigation bar: Click into Special Deals and Discounts , then  Special Deals : To create a special deal, click  New : Select whether you would like to ...
  2. What's in Pathways 6.6 Release?

    Pathways Product Update New features and enhancements  We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special deals  ...
  3. Switching - Add Ceding Scheme

    Once the Research has been created, you can start to add Ceding Schemes to the research. See articles on how to create switching research - Switching - Creating through the homepage , Switching - Creating in the research tab or Switching - Creat...
  4. Metrics Methodology

    Metrics Methodology.pdf
  5. Ex-Post Reviews - Review Screen

    This article is a continuation of Ex-Post Reviews When the review has been created, you will be taken to the Review screen: The screen is split into Previous Review, Current Position  and Next Period : Previous state will list the i...
  6. Why can't I find Royal London Governed Portfolios and GRIPS?

    Why can't I find Royal London Governed Portfolios and GRIPS?  The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the se...
  7. What's in Pathways 3.0 Release?

    This release introduces the Comparison and Ex-ante features for Pathways in addition to new functionality and improvements for Risk Explorer. New Features Improved Risk Illustration journey Addition of the 1-5 risk categories Ability to manuall...
  8. Creating a Central Investment Proposition

    Central Investment Proposition allows you to set what on & off platform products will be available to research, as well as portfolios, fund lists and segments. They are created within the Investment Pathways tab: Click New under Central ...
  9. What's in Pathways 6.10 Release?

    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...
  10. Creating a special deal for Aberdeen

    In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Aberdeen Platform, Synaptic Pathways has cha...