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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...
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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...
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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...
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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...
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Created On: 13/03/2025
in Synaptic Pathways Welcome!
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...
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Created On: 13/03/2025
in Synaptic Pathways Welcome!
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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....
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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...