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Last Updated: 16/08/2024
in Synaptic Pathways Welcome! Trial
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...
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Illustrations are found within the Contact record: ...
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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...
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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. ...
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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...
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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 ...
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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...
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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...
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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...
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The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics. ...