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Created On: 02/03/2023
in Pathways Release Notes Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features CIExpert integration Enhancements to existing features ...
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Created On: 01/02/2023
in Pathways Release Notes Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features Cashflow Retirement Edition Related contacts and Family As...
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This guide provides instructions for the setup and use of the electronic contract valuation service via Synaptic Pathways. Synaptic Pathways_Valuation Service.pdf A Pathways Valuation licence will be required to use this functionality, please co...
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Saving reports to intelliflo office Once you have completed your research in Synaptic Pathways, you will have the option to save the report back to your intelliflo office client record. For example when you complete an Attitude to Risk Q...
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Importing holdings Using the app you can import client holdings from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account. New users to Synaptic Pathways will be directe...
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Importing client details Using the app you can import client details from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account. New users to Synaptic Pathways will be direc...
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Created On: 05/12/2022
in Pathways Release Notes Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features Pathways Protection; single life quotes for level term, inc...
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Pathways intelliflo office integration Using the Synaptic Pathways app you are able to bring across information from your clients and holdings from intelliflo to Synaptic Pathways. This allows you to link seamlessly to Synaptic Pathways to carr...
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