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Last Updated: 02/02/2024
in Synaptic Pathways Welcome!
To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that the cli...
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You can receive a 'Something has gone wrong' error for a number of reasons. This can be related to the data inputted. In one example, an error was returned when trying to calculate results in Research. The error occurred due to the initial value o...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
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Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
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The versions of PruFund Growth & PruFund Cautious linked to the M&G Wealth platform are the Series F Account. You can search for them in Pathways as shown below using the ‘Search by’ Portfolio and entering text: Prudential PruFund Growth Account ...
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With the end projection calculations, the cash account growth rate is based on the same rate as the rest of the portfolio so a consistent rate is being applied across all platforms and providers being compared. However, the RIY calculation on an...
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A2Risk Adviser Guide
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Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...
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The Reduction in yield shows what effect the total charges applicable to a wrapper will have on the projected growth rate and is calculated as Reduction in yield = projected growth rate – AER (annual effective rate). For example, if we expect an i...