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Last Updated: 13/02/2024
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share an overview of some of the changes in our latest Pathways release Add historic/off sale holdings to use in research journeys Set default growth rat...
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Last Updated: 13/02/2024
in Pathways Release Notes The Risk Explorer release 2.0 contains new features along with several improvements to the existing application. New Features Sustainable Drawdown The Sustainable Drawdown calculator allows you to model different scenarios to see th...
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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 Fidelity Platform, you will need to apply your ...
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To add Assets Under Management details, navigate to Configuration: Click into S pecial Deals and Discounts: Select Assets Under Management: Click into the pen icon next to the platform: Add in the value of total assets un...
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To create a special deal in Synaptic Pathways, navigate to Configuration in the navigation bar: Click into Special Deals and Discounts , then Special Deals : To create a special deal, click New : Select whether you woul...
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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 Morningstar Platform, the standard drawdown cha...
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In the Client Risk Questions & Answers area, you are able to view the attitude to risk questionnaire questions, answers and the normal/reverse scoring: ...
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In the Risk Categories area, you are able to view each risk category, with the minimum score, description & asset allocation. Default Risk Set can be changed in the drop down: See also: How do I change the Risk Set from 1-10 to 1-5 or ...
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Yes - the risk categories can be found within Configuration> Central Investment Strategy> Risk Categories . ...
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In the Configuration> Central Investment Strategy> Risk Categories area, chose the Risk Set from the drop down: ...