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Created On: 27/10/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special deals ...
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When running a quote in Synaptic Webline, an agency error indicates the system is unable to identify your agency or your agency is not recognised. You will need to ensure your agency is correct. Please see video Agency Codes or instructions below...
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If you would like to see if a specific fund share class is linked to a contract, the best way is to view this through the Fund factsheet. On the Homepage, use the Quick find box. You can use the fund name or citicode to search: Once the fund fa...
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Created On: 23/08/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New annual transaction summary Ex-post report updates Client ATRQ report updates Costs and charges s...
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The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds in order to streamline the selection process for advisers. The unitised funds will display the perfo...
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The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the selection process for advisers. The unitised funds will display the...
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Created On: 21/06/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New Paraplanner Access Centre Automated daily unit price updates on holdings Include ongoing charge w...
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Under the section My Apps & Settings > Provider Credentials , you will see a button at the top right My Valuations User Name . Pathways automatically creates a unique identifier (valuations username) for each user when they use the valuation s...
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Created On: 26/04/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Enhancements to existing features ATRQ report new layout with additional data New Comparison switchin...
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Information to setup the valuation service with the provider is detailed below. For further information, please refer to the valuation user guide . Provider support telephone 03456 044 001 9:00 – 17:00 Monday to Friday Provider s...