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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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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 - Creating Research If you are looking to complete joint life research, see article Income Analysis - Joint Life - Create Research Complete the Add Goal Details screen. These details will b...
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Create Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details: Save ...
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This article is a continuation of Income Analysis - Joint Life - Annuity Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing a combined Income Value Graph for both clients. The graph a...
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This article is a continuation of Income Analysis - Joint Life - Other Incomes From Projection An annuity quote will automatically generate for both clients when clicking into the Annuity tab. This is an Indicative quote based on the proje...
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Last Updated: 30/09/2024
in Pathways Release Notes
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...
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Create Joint Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details: ...
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This article is a continuation of Income Analysis - Joint Life - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges - add either Individ...