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Last Updated: 16/08/2024
in Pathways Integrations CIExpert Log into Synaptic Pathways , find or add a Client Add relevant Client Details needed to obtain a Critical Illness quote, such as Birthdate and Sex Under the Medical tab, add Smoker Status. If you would like to request Partial...
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Last Updated: 16/08/2024
in Pathways Integrations CIExpert Click on the CIExpert button Select the quote comparison scenario you wish to review in CIExpert and click Send to CIExpert You will see a Success message to confirm the results for your selected scenario have been sent to CIExpert ...
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Last Updated: 16/08/2024
in Pathways Trials 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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Last Updated: 16/08/2024
in Pathways Trials This article is for new Salesforce users. If you are an existing Salesforce user, see article - Creating a Trial - Existing Salesforce Customers You can create a new trial through our website. Go to www.synaptic.co.uk/trial Enter details you ...
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This article is a continuation of Central Investment Proposition - Adding Fund Lists Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate the...
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This article provides you with an overview of the research process in Synaptic Research by using an ISA scenario. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...
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Last Updated: 06/08/2024
in Pathways Release Notes
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...
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This is a continuation of article Switching - Results Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...