Popular Articles

  1. Creating a Trial - Existing Salesforce Customers

    Your administrator will need to manage the package installation into Salesforce. Follow this link to Salesforce guidance on  Installing Packages . Please note - we do not require passwords for installations and always recommend installing on sandbox...
  2. Risk Illustrations

    Illustrations are found within the Contact record: ...
  3. Income Analysis - Income Requirements

    This article is a continuation of Income Analysis - Add Plans The  Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income. Annual Client Basic Expenses Enter your client's annual basic expens...
  4. How to review Synaptic Pathways

    Tell us about your experience with Synaptic Pathways!  You can leave us a review through the Salesforce Appexchange  here. It only takes a minute to complete, see below video for details: Your browser does not support HTML5 video. ...
  5. Portfolio Builder - Portfolio Factsheet

    This article is a continuation of Portfolio Builder - Compliance Tab The Portfolio Factsheet will show the following portfolio data: MiFID II Costs & Charges Portfolio Statistics Portfolio Cumulative Performance Fund Quartile Ranking Mood...
  6. Switching - Creating through the homepage

    Switching research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research directly from the Homepage, hover over the Research tab and select the down arrow: Select ...
  7. Off-Platform Holdings - Performance

    This article is a continuation of Off-Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performa...
  8. Creating a special deal for Aviva Wrap

    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 Aviva Wrap Platform, they have a Core (insured...
  9. Creating an Attitude to Risk Questionnaire on behalf of your client

    If you have completed the questionnaire with your client and would like to complete the questions manually, follow the steps below: Create a new contact or find an existing contact record.  In this example, I will search for a contact called ‘Te...
  10. What Attitude to Risk Questionnaires are available?

    The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.   ...