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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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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 directe...
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Last Updated: 15/12/2022
in Pathways Release Notes Pathways Product Update New features and enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release New features Pathways Protection; single life quotes for level term, inc...
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This article is a continuation of Income Analysis - Results - Export Charts Once the Results screen has been reviewed, view the report through the View Report button: The report will load on the screen: ...
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This article is a continuation of Income Analysis - Results The Income Value and Fund Value graphs can be exported: Choose the format: The Fund Value graph can also be exported: For further information on Income Analysis rese...
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This article is a continuation of Income Analysis - Other Incomes Once you have completed the Other Incomes area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if...
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This article is a continuation of Income Analysis - Income Requirements The Other Incomes area allows you to complete State Pension information and any other income to include in the analysis. State Pension State Pension is automatically...
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This article is a continuation of Income Analysis - Add Plans The Income Requirements area allows you to enter level or profiled income requirements. Level Income Level Income is selected by default once you land on the ...