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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: ...
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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. ...
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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 automatical...
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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. ...
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Last Updated: 06/08/2024
in Pathways Release Notes
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...
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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: ...
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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 ...
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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 ...