New Articles

  1. What's in Pathways 6.9 Release? New

    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 quot...
  2. How do I configure the Portfolio Builder tab to only show my portfolios? New

    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. ...
  3. How do I configure the Contacts tab to only view my clients? New

    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. ...
  4. How do I configure the Research tab to only show my Research? New

    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. ...
  5. Why is the RIY different for the target scheme of the consolidated schemes compared to the individual schemes target RIYs? New

    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 ...
  6. Synaptic Pathways - Creating a Client Special Deal New

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  7. Off-Platform Product Notes - LV= Smoothed Managed Funds Bond New

    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...
  8. Off-Platform Product Notes - LV= Smoothed Managed Funds Bond New

    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 ...
  9. Creating a Special Deal on a Contact record New

    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...
  10. Synaptic Pathways - Platform Holdings

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