New Articles

  1. Restricted Funds in Synaptic Pathways New

    When adviser firms have negotiated the use of restricted funds with special rates with fund promoters, these fund versions may not be available on platforms in Pathways. This is because Pathways displays all platform fund links to all customers. ...
  2. Why is Salesforce mandating Multifactor Authentication (MFA) New

    Multifactor authentication adds an extra layer of protection to your Synaptic Pathways org. Passwords alone no longer provide sufficient safeguards against unauthorised access to you and your client's data. This is why Salesforce requires MFA ...
  3. Why does more than one fund have the same ISIN identifier? New

    Each fund share class has an unique ISIN. However, variations within the same share class (e.g., EUR, GBP, USD) will have the same ISIN. In such cases, it is preferable to use SEDOLs or Citicodes when searching for a fund in Synapt...
  4. Off-Platform Pension Switch with Assets Under Management New

    Assets Under Management are not taken into account when an off-platform pension switch is performed in Pathways therefore the RIY may not be what the adviser is expecting. For off platform scenarios the RIY will be calculated based on the current i...
  5. Setting up Multifactor Authentication New

    When logging into the Synaptic Pathways for the first time, you will need to setup Multifactor Authentication.  If you have logged into Synaptic Pathways before, but have a new mobile device, you will need to disconnect your current device and fo...
  6. Welcome!

    Getting Started with Synaptic Pathways Welcome to the Synaptic Pathways Knowledge Base. You will find areas based on individual modules, in order of how it appears in the software. Each category per module will include a getting started area, vi...
  7. Pathways

    Reducing research from hours to minutes Pathways is an entirely new, comprehensive technology solution, for the modern advisory firm – enabling efficient delivery of streamlined, consistent advice, based on their own investment strategy. A complet...
  8. Setting up a new device for Multifactor Authentication

    To set up a new device for Multifactor Authentication, you must first remove the old device from your Synaptic Pathways user account. In this article, we’ll outline a few common scenarios when setting up a new device. See below: Your org ...
  9. Income Analysis Retirement Cashflow - Report and Illustration

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  10. Income Analysis Retirement Cashflow - Plans, Income and Annuity

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