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The providers supply fund detail in the electronic response message. If an industry recognised fund code is supplied (Citicode/SEDOL/ISIN/MEXID), it will link to the data from FE fundinfo and populate further information where available, such ...
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If the message sent to the provider is inaccurate (for example a mismatch with the data submitted to the provider and the information they hold) an error message will be returned detailing the issue. It is therefore vitally important that the ...
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You will need to have the following setup for the valuation request button to be displayed on the holding: Pathways valuation licence Organisation ID entered Provider authentication details completed The button will only show on providers disp...
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Our customer service team provides an Organisation ID to the user setting up the Valuation Service for your firm. Please contact our customer service team on 0800 783 4477 or send an email to hello@synaptic.co.uk . ...
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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 0345 60 50 401 08:30 – 17:30 Monday to Friday Pr...
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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 0800 056 4607 08:30 – 17:30 Monday to Friday P...
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This article is a continuation of Income Analysis - Results - Export Charts Once the Results screen has been reviewed, view the report through the View Report button: The report will load on the screen: ...
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This article is a continuation of Income Analysis - Results The Income Value and Fund Value graphs can be exported: Choose the format: The Fund Value graph can also be exported: For further information on Income Analysis rese...
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This article is a continuation of Income Analysis - Other Incomes Once you have completed the Other Incomes area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if...
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This article is a continuation of Income Analysis - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension State Pension is automatically...