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This article is a continuation of Income Analysis - Joint Life - Annuity Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing a combined Income Value Graph for both clients. The graph a...
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This article is a continuation of Income Analysis - Joint Life - Other Incomes From Projection An annuity quote will automatically generate for both clients when clicking into the Annuity tab. This is an Indicative quote based on the proje...
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Last Updated: 30/09/2024
in Pathways Release Notes
We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.11 Retirement Cashflow Income Analysis Joint client research Advanced options allow for joint comparisons Report reflects joint...
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Create Joint Income Analysis research through the Contact record. Navigate to Contacts tab: Find your client in the list or search: Scroll down to Income Analysis and click New: Complete New Income Analysis details: ...
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This article is a continuation of Income Analysis - Joint Life - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges - add either Individ...
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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 Comparison & Ex-Ante Report Once you have created your Comparison & Ex-Ante report and it has been marked as complete, you can convert the research into Holdings. Click Convert to Holding A pop-up will a...
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Term When updating the term, click Update Results Filter Results by Provider Filter the results by selecting one or more providers in the drop down: Click back into the drop down to select multiple providers Fil...