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Created On: 13/02/2024
in Pathways Integrations CIExpert For existing Synaptic users new to CIExpert, a discount is available when signing up to the CIExpert service. Go to CIExpert/Synaptic offer page to see the discounted rates available and Select the plan that best suits your business Click T...
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Error message importing intelliflo client If you see the following error message, you might need to enable permission for external systems to connect Intelliflo to Synaptic Pathways Click on your avatar (profile icon) at the top right of...
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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 directed t...
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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 directed to ...
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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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This article is a continuation of Income Analysis - Other Incomes From Projection An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection: From Provider Quo...
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This article is a continuation of Income Analysis - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges add either Individual Charges or ...
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This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. ...
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This article is a continuation of Income Analysis - Add Plans The Income Requirements area includes Annual Client Basic Expenses and Level or Profiled Income. Annual Client Basic Expenses Enter your client's annual basic expenses. ...