Updated Articles

  1. Dynamics 365 - Accounts

    Your browser does not support HTML5 video. Important Notes: Suggested Fields Dynamics includes a smart feature that suggests options for regularly completed fields. However, these suggestions must be confirmed before saving. Sugges...
  2. Dynamics 365 - The homepage & navigating the system

    Your browser does not support HTML5 video. ...
  3. Dynamics 365 - Reports & Views Quick Guide

    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 dep...
  4. Synaptic Pathways Due Diligence

    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...
  5. Synaptic Product & Fund Research Due Diligence

    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...
  6. What's in Pathways 6.11 Release?

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.11 Retirement Cashflow Income Analysis Joint client research Advanced options allow for joint comparisons Report reflects joint...
  7. Central Investment Proposition - Adding Off Platforms to a Segment

    To add Off Platform products to the segment, click into the Off Platform Products tab: Click on the Off platform product you would like to add to the segment: Once selected, click the arrow to move the product over to  Off Platform Produ...
  8. 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. ...
  9. Ex-Ante - Basis of Illustration - Stochastic Forecast

    This article is a continuation of Ex-Ante - Basis of Illustration - Results The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second ...
  10. Ex-Ante - Editing Investment Details

    Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...