New Articles

1. What's in Pathways 7.0 Release? New

   Created On: 13/10/2025 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 7.0 Ex-ante with comparison Layout changes Custom combinations Off platform product results Switch with comparison Layout c...

2. Decumulation Attitude to Risk Profiler 1-10

   Created On: 06/08/2025 in Synaptic Pathways Attitude to Risk Questionnaire Attitude to Risk Questionnaire - Downloads
   Downloadable Synaptic Decumulation Attitude to Risk Profiler for 1-10 with Capacity for Loss questions. Decumulation_Attitude_to_Risk_Scoring_Method_1-10.pdf ...

3. Decumulation Attitude to Risk Profiler 1-5

   Created On: 06/08/2025 in Synaptic Pathways Attitude to Risk Questionnaire Attitude to Risk Questionnaire - Downloads
   Downloadable Synaptic Decumulation Attitude to Risk Profiler for 1-5 with Capacity for Loss questions. Decumulation_Attitude_to_Risk_Scoring_Method_1-5.pdf ...

4. Income Analysis - Select scenarios to include in the Report

   Created On: 29/07/2025 in Synaptic Pathways Income Analysis Income Analysis - Getting Started
   This article is a continuation of  Income Analysis - Advanced Options - Compare Once you have chosen your selected scenario, click the Report tab: Report Options will appear. Here you will unselect any scenarios you don't want to appear ...

5. What's in Pathways 6.15 Release?

   Created On: 17/06/2025 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 6.15 Income Analysis Updates Scenario selection in reports Attitude to Risk updates in the final report Results graph legend update...

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

   Created On: 14/05/2025 in Synaptic Pathways Research Research - Frequently Asked Questions
   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...

7. Creating a new Decumulation Attitude to Risk Questionnaire

   Created On: 09/05/2025 in Synaptic Pathways Risk Illustrations Risk Illustrations- Getting Started
   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...

8. What's in Pathways 6.14 Release?

   Created On: 22/04/2025 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 6.14 Decumulation Questionnaire New decumulation questionnaire Decumulation capacity for loss questions Send questionnaire to clien...

9. What does the link symbol next to a fund represent?

   Created On: 27/03/2025 in Synaptic Pathways Research Research - Frequently Asked Questions
   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...

10. Synaptic Pathways Modules Overview

    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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