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Last Updated: 11/11/2024
in Pathways Documentation
To help you carry out your due diligence, we have put together responses to the most commonly asked questions within this document available for download: Synaptic Pathways Due Diligence.pdf We are happy to carry out more detailed due dilig...
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To help you carry out your due diligence, we have put together responses to the most commonly asked questions within this document available for download: Synaptic Product & Fund Due Diligence.pdf We are happy to carry out more detailed due d...
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Last Updated: 18/11/2024
in Dynamics 365 Guides & FAQ's Reports & Views Quick Guide Creating reports and editing views Navigate to the view you would like to create your view/report In the dropdown on the top left (this would normally default to for e.g. My Open Opportunities, Active Services depen...
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Last Updated: 14/11/2024
in Dynamics 365 Training Videos Your browser does not support HTML5 video. ...
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This article is a continuation of Income Analysis - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension State Pension is automatical...
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This article is a continuation of Income Analysis - Other Incomes This first set of results are for the first Phased Period Only. Choose which Income Strategy you would like to use in the first phased period. In this example, the phased period...
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Advanced Options function the same for both single and joint clients. When doing joint research, you will be able to tweak details of both clients, including all details of the income analysis scenario. For more information about Advanced ...
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This article is a continuation of Income Analysis - Other Incomes From Projection An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection: From Provider Quo...
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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 expenses. ...
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This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. ...