New Articles

  1. Why does the Transaction Cost Ex-Ante differ to other sources? New

    There may be a difference compared to values showing in other sources for transaction costs.   This is because we are primarily consuming one of the newer specific UK EMT v4.2 fields ‘09010_Financial_Instrument_Transaction_Costs_Ex_Ante_UK’ in th...
  2. Creating a new Decumulation Attitude to Risk Questionnaire New

    You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a ne...
  3. What's in Pathways 6.14 Release? New

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.14 Decumulation Questionnaire New decumulation questionnaire Decumulation capacity for loss questions Send questionnaire to clien...
  4. What does the link symbol next to a fund represent?

    When conducting research, you can click on the platform provider's name to view the result details. Some funds listed may have the following symbol: This indicates that the cheaper share class logic has been applied, meaning the fund was sele...
  5. Synaptic Pathways Modules Overview

    Entry Pack  Salesforce Licence Contacts Holdings Attitude to Risk Questionnaire Portfolio Builder Asset Allocation Synaptic Risk Ratings Investment Pathways Central Investment Proposition Moody’s Analytics Launch Product & Fund, Webli...
  6. Synaptic Pathways Features - Infographic

  7. Income Analysis Retirement Cashflow - Plans Updated

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  8. Income Analysis Retirement Cashflow - Overview

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  9. Company Settings - Stress Test

    When creating scenarios within the Advanced Options area of the Income Analysis journey, you are able to select market event scenarios in the Scenario Editor. These include for e.g. a Global financial crisis', Covid 19 Pandemic and Dot-com bubble....
  10. Income Analysis - Advanced Options - Scenario Editor

    This article is a continuation of Income Analysis - Advanced Options - Income Hierarchy Scenario Editor can be found on the bottom right of the Advanced Options screen. This allows you to select market event scenarios, which can be applied t...