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Last Updated: 19/11/2021
in Pathways Release Notes The Risk Explorer release 2.0 contains new features along with several improvements to the existing application. New Features Sustainable Drawdown The Sustainable Drawdown calculator allows you to model different scenarios to see th...
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Last Updated: 18/11/2021
in Pathways Configuration Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to ap...
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Last Updated: 18/11/2021
in Pathways Configuration The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions t...
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Last Updated: 18/11/2021
in Pathways Configuration The configuration tab is where you can view/amend your Company Information, Branding, Terms & Conditions, Disclaimer & a Risk Questionnaire Message. You can also view the Central Investment Strategy, add Special Deals and Discounts informati...
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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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Inflation can be viewed under the Results + Inflation or the Results + Costs & Inflation tabs: To apply Inflation to the research, click into the Advanced Options tab of an illustration. You can either enable the impact of inflation to chan...
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Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
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When within the Advanced Options screen of an Illustration, there is a Target Field at the top left of the graph. Entering a Target amount here will add a red target line within the graph, as seen below: This field can also be populated when us...
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If your client has invested a large initial lump sum with smaller contributions and withdrawals, it may appear as if the contributions and withdrawals are not appearing in the graph. They are included, but may appear small - as seen below: ...
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Complete the illustration journey for your client , when you reach the Results screen you can edit the details to specify a Target Amount and solve to an initial or regular contribut...