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11. Income Analysis Retirement Cashflow - Plans

    Created On: 06/03/2025 in Synaptic Pathways Income Analysis Income Analysis - Videos
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12. Income Analysis Retirement Cashflow - Overview

    Created On: 28/02/2025 in Synaptic Pathways Income Analysis Income Analysis - Videos
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13. Company Settings - Stress Test

    Created On: 25/02/2025 in Synaptic Pathways Configuration Company Settings Company Settings - Getting Started
    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....

14. Income Analysis - Advanced Options - Scenario Editor

    Created On: 24/02/2025 in Synaptic Pathways Income Analysis Income Analysis - Getting Started
    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...

15. What's in Pathways 6.13 Release?

    Created On: 19/02/2025 in Synaptic Pathways Release Notes & Documentation Release Notes
    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.13 Retirement Cashflow Income Analysis Joint Research: Drawdown start dates Stock market event stress test scenarios  Print & downl...

16. Restricted Funds in Synaptic Pathways

    Created On: 05/02/2025 in Synaptic Pathways Portfolio Builder Portfolio Builder - Frequently asked questions
    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. ...

17. Why does more than one fund have the same ISIN identifier?

    Created On: 29/01/2025 in Synaptic Pathways Portfolio Builder Portfolio Builder - Frequently asked questions
    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 Citicodes when searching for a fund in Synaptic Pathway...

18. Off-Platform Pension Switch with Assets Under Management

    Created On: 29/01/2025 in Synaptic Pathways Research Research - Frequently Asked Questions
    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...

19. Setting up a new device for Multifactor Authentication

    Created On: 28/01/2025 in Synaptic Pathways Pathways Administration
    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 ...

20. Setting up Multifactor Authentication

    Created On: 28/01/2025 in Synaptic Pathways Pathways Administration
    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...

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