Updated Articles

  1. Setup access from intelliflo store

    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...
  2. Setup access in Synaptic Pathways

    Pathways permission settings for intelliflo office integration You will need to grant permission for Synaptic Pathways to receive and send information to intelliflo office. Click on your avatar (profile icon) at the top right of the screen and...
  3. What's in Pathways 6.1 Release?

    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 Cashflow Retirement Edition Related contacts and Family Assets Unde...
  4. Importing client details

    Importing client details Using the app you can import client details 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 t...
  5. Saving reports to intelliflo office

    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...
  6. Importing holdings

    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 ...
  7. What's in Pathways 6.0 Release?

    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, income prote...
  8. Ex-ante Research

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  9. Income Analysis - Retirement Cashflow

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  10. Income Analysis - Report

    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: ...