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