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Last Updated: 17/05/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.9 Client Special Deals - Create special deals against a client record Cashflow Retirement Edition - Annuity quot...
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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. ...
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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. ...
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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. ...
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We would not expect the RIY values for the consolidated ceding schemes amount (grouped together) and it’s corresponding target scheme RIY to be the same as when looking at each of the individual ceding schemes in isolation to their individual ...
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Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you d...
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Last Updated: 08/05/2024
CIExpert is a leading and independent critical illness cover (CIC) comparison tool that creates in-depth analysis to enable advisers to understand and assess the best choice for their clients and arms them with the tools to convey the rationale to t...
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To set Synaptic as the default quote provider in CIExpert, select the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated...
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The link to CIExpert is displayed on the comparison results screen for Critical Illness quote requests. Log into Webline , enter Client details and click Next Select the products for quote comparison and cli...