-
If you notice values are zero within the Costs & Charges tab of an Ex-Post review, this could be related to the product you have selected in the holding. Synaptic Pathways allows you to add generic/custom holdings. If you have selected a custom ...
-
List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
-
List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
-
List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
-
We would not expect the RIY values for the consolidated ceding schemes amount (grouped together) and it’s corresponding target scheme RIY to be the same as when looking at each of the individual ceding schemes in isolation to their individual corres...
-
Your browser does not support HTML5 video. ...
-
Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you d...
-
Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you do ...
-
Created On: 23/04/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.9 Client Special Deals - Create special deals against a client record Cashflow Retirement Edition - Annuity quote updates and g...
-
Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...