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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...
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Last Updated: 20/06/2024
in Pathways Fund Lists
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...
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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...
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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...
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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 a custom ...
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Last Updated: 21/05/2024
in Pathways Release Notes
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 underlying assets t...
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Last Updated: 21/05/2024
in Pathways Release Notes
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 quote updates and g...
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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. Creating ...
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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. Creating ...
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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. Creating ...