New Articles

  1. 'Something has gone wrong' error in Research

    You can receive a 'Something has gone wrong' error for a number of reasons. This can be related to the data inputted. In one example, an error was returned when trying to calculate results in Research. The error occurred due to the initial value o...
  2. Switching.

    Your browser does not support HTML5 video. Learn how Switching Analysis includes a ceding and receiving scheme, and supports the creation of pension consolidation reports when multiple pensions are involved ...
  3. Comparison with Ex-ante - Creating Research

    Your browser does not support HTML5 video. ...
  4. Why is RIY different when I enter investment amount and AUM separately, compared to adding both amounts as the investment?

    The Reduction in yield shows what effect the total charges applicable to a wrapper will have on the projected growth rate and is calculated as Reduction in yield = projected growth rate – AER (annual effective rate). For example, if we expect an i...
  5. Why does the RIY increase with a greater % in cash?

    With the end projection calculations, the cash account growth rate is based on the same rate as the rest of the portfolio so a consistent rate is being applied across all platforms and providers being compared.   However, the RIY calculation on an...
  6. PruFund Growth & Cautious on M&G Wealth

    The versions of PruFund Growth & PruFund Cautious linked to the M&G Wealth platform are the Series F Account. You can search for them in Pathways as shown below using the ‘Search by’ Portfolio and entering text: Prudential PruFund Growth Account ...
  7. Can I use the software on a mobile/tablet?

    Yes - see article  Supported Browsers and  Devices for Lightning Experience.   ...
  8. What Support is available?

    Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on   Telephone: 0808 164 5463   Email: support@synaptic.co.uk   Sometimes it's faster and easier to find your answer online. ...
  9. What browsers are supported?

    Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...
  10. What Training is available on Salesforce?

    Salesforce offers  Trailhead  as a  fun interactive  way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is free to use and  can b...