Updated Articles

  1. Income Analysis - Report Updated

    This article is a continuation of Income Analysis - Results - Export Charts View the report through the View  Report  button at the top right of the results screen or click into the Report tab: The report will load on the screen: ...
  2. Income Analysis - Income Requirements Updated

    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. ...
  3. Income Analysis - Other Incomes

    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 automatical...
  4.  How to conduct research - ISA scenario

    This article provides you with an overview of the research process in Synaptic Research by using an ISA scenario. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...
  5.  Income Analysis Retirement Cashflow - Results & Advanced Options

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  6.  Income Analysis Retirement Cashflow - Creating Research

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  7. What's in Pathways 6.10 Release?

    We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.10 Research Journeys results display reason the platform and products have been excluded  Retirement Cashflow Income Analysis...
  8. Switching - Excluded Products New

    This is a continuation of article  Switching - Results Screen Excluded products and the reason they are excluded can be found at the bottom of the Results screen: ...
  9. Income Analysis - Advanced Options - Selecting a preferred scenario New

    This article is a continuation of  Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the preferred scenario by selecting it from the dropdown Once selected it will show (Preferred) in title: This ...
  10. Income Analysis - Advanced Options - Compare New

    This article is a continuation of  Income Analysis - Advanced Options - Editing Scenarios The three scenarios are now created, we can compare them. Click the Compare button: See next article  Income Analysis - Report ...