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Last Updated: 24/11/2021
in Pathways Release Notes What's in Pathways 3.0 release?
Platform and product comparison
Stochastic and deterministic modelling of chosen platforms and products
Ex-ante Illustration
Central Investment Proposition
Special deals and discounts
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As an Administrator, you are able to enable Whole of Market Mode for users. Navigate to Setup at the top right of the screen: Type Users into the Quick Find box Click Users under Users: Click into the user...
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Last Updated: 24/11/2021
in Pathways Configuration In the Configuration> Central Investment Strategy> Risk Categories area, chose the Risk Set from the drop down: ...
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Assign Users to a Segment in a Central Investment Proposition by clicking into the Assign Users tab: Click on user to move them over to the Assigned Users area: Multiple users can be assigned at once. Click on the first use...
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To add Off Platform products to the segment, click into the Off Platform Products tab: Click on the Off platform product you would like to add to the segment: Once selected, click the arrow to move the product over to Off Platform ...
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After creating the segment, On platform products will be the first screen to complete. Click on the On platform product you would like to add to the segment: Once selected, click the arrow to move the platform over to Platforms in Segment ...
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If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What...
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Salesforce offers Trailhead as a fun interactive way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is fre...
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Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find y...
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Yes - see article Supported Browsers and Devices for Lightning Experience. ...