Updated Articles

  1. Income Analysis - Phased Drawdown

    This article is a continuation of  Income Analysis - Charges The system allows you to choose between three income strategies, PCLS, UFPLS or Phased Drawdown. If you select PCLS the system will take out the percentage of PCLS specified and remove...
  2. 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...
  3. 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. ...
  4. 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 ...
  5. Ex-Ante - Editing Investment Details

    Edit wrapper Investment details through the Edit button: Make changes and Save Once saved, the results will recalculate: ...
  6. Comparison & Ex-Ante using a CIP - Research Filtering

    Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Filte...
  7. Ex-Ante - Creating in the Research tab

    Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create an Ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research will be listed. Cl...
  8. Ex-Ante - Creating research within a client record

    Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create an Ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alternatively, find ...
  9. Ex-Ante - Research Screen

    In the example below, we have added a Self Investment Personal Pension  as an investment.  If you are unsure of how to add investments, see article  Ex-Ante - Add Investment for details. Review the details of your chosen Investment: Growt...
  10. Ex-Ante - Creating through the homepage

    Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create an Ex-ante scenario directly from the Homepage, hover over the Research tab and select the down arrow: Select  New Rese...