Updated Articles

  1. Why does the Ongoing Charge data differ to other sources? Updated

    Ongoing charge data can differ to other sources due to a number of reasons. For example, a fund selected in Synaptic Pathways may have a different OCF charge as those displayed on FE Analytics. Our fund data and values are supplied by FE fundinfo...
  2. Fund Lists - Share Class Lock

    Where a platform or SIPP is flagged as open architecture by design Pathways will default to the cheapest share class available of the fund. You can stop this happening by applying the share class lock. The share class lock can be found within Fun...
  3. Creating a Special Deal on a Contact record

    Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
  4. Creating a special deal for Abrdn

    In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Abrdn Platform, Synaptic Pathways has chargi...
  5. Why are some of the charges missing in the Costs & Charges tab? New

    If you notice values are zero within the Costs & Charges tab of an Ex-Post review, this could be related to  the product you have selected in the holding. Synaptic Pathways allows you to add generic/custom holdings. If you have selected ...
  6. What's in Pathways 6.8 Release?

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.8 Protection Quote Comparison - Joint Life quotes and new Comparison Report Holding Assets - ability to add underlyin...
  7. What's in Pathways 6.9 Release?

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.9 Client Special Deals - Create special deals against a client record Cashflow Retirement Edition  - Annuity quot...
  8. How do I configure the Portfolio Builder tab to only show my portfolios?

    List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require.  All list views default to recently viewed records. ...
  9. How do I configure the Contacts tab to only view my clients?

    List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require.  All list views default to recently viewed records. ...
  10. How do I configure the Research tab to only show my Research?

    List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require.  All list views default to recently viewed records. ...