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Last Updated: 11/02/2025
in Synaptic Pathways Getting Started with Synaptic Pathways Welcome to the Synaptic Pathways Knowledge Base. You will find areas based on individual modules, in order of how it appears in the software. Each category per module will include a getting started area, vi...
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Last Updated: 11/02/2025
Reducing research from hours to minutes Pathways is an entirely new, comprehensive technology solution, for the modern advisory firm – enabling efficient delivery of streamlined, consistent advice, based on their own investment strategy. A complet...
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Complete the products details and features of the Whole of Life policy. Quick Commission can be applied by clicking the 'Quick Commission' button Once completed, click the 'Next' button: NB: Please note that Convertible Term Assurance, Whole ...
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For Income Protection, you must either select the age at which the cover ceases, or specify a term of cover, by clicking either the Cease or the Term buttons. In the example below, Cease had been chosen so you must indicate the age of the cl...
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In this screen, a Decreasing Term quote has been selected, which will be denoted by the grey highlight on the left side. For this quote a mortgage interest rate must be entered – note that this figure must be a whole number (decimals are not al...
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When adviser firms have negotiated the use of restricted funds with special rates with fund promoters, these fund versions may not be available on platforms in Pathways. This is because Pathways displays all platform fund links to all customers. ...
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There are a number of buttons on the various quote screens which work in the same way on the different product types. If you are producing a quote for each client and also a joint quote, use the Quote for buttons at the top of the page to select ...
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Complete the client details. The name field will do an automatic search as you start typing the name, and any matches for existing clients, will be displayed in a drop-down list under the name field. Note that as well as client name, their date of...
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Within the Webline Protection area of the knowledgebase, we will show you how to obtain multiple protection quotes and apply electronically. The products that can be quoted and applied for, using this software are as follows: Standalone Products...
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Webline can be accessed via the Synaptic Software Limited website. Go to www.synaptic.co.uk . Click Login in the top right side of the webpage and select Synaptic Suite. Click on Synaptic. This will take you to the Synaptic login page as ...