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Importing holdings Using the app you can import client holdings from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account. New users to Synaptic Pathways will be directed to ...
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Saving reports to intelliflo office Once you have completed your research in Synaptic Pathways, you will have the option to save the report back to your intelliflo office client record. For example when you complete an Attitude to Risk Q...
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Pathways intelliflo office integration Using the Synaptic Pathways app you are able to bring across information from your clients and holdings from intelliflo to Synaptic Pathways. This allows you to link seamlessly to Synaptic Pathways to carr...
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My Apps & Settings allows you to access App Launcher and Provider Credentials. In this article, we will be looking at the App Launcher. Webline Protection, Product & Fund Research and Retirement Analyser will be greyed out until you enter y...
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Optimise Portfolio Review funds and current weightings to determine whether the portfolio should be updated. Add and remove funds Change weightings Rebalance Select an alternative portfolio Select Growth Rate for Next Period and Remainder ...
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Assets Under Management Include Client and Family Assets Add, Edit and Remove Platform assets under management Choose to include or exclude the Client and Family Assets for the review: Add a new Platform by selecting from the dropdown ...
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This article is a continuation of Ex-Post Reviews - Client Check-In In the Report area, you will find the proposal details on the left side of the screen. The body of the report can be viewed on the right side of the screen: ...
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This article is a continuation of Ex-Post Reviews - Suitability The Costs & Charges tab includes a breakdown of all costs, in line with MiFID II directives: Disclosure also needs to include a separate forecast for costs for the first year, w...
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This article is a continuation of Ex-Post Reviews - Costs & Charges The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In screen. If the questions have ...