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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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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...
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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 - Add Goal Details Complete the Charges area: Adviser fees can be entered using either percentage or a monetary amount: Provider Product Charges add either Individual...
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This article is a continuation of Income Analysis - Charges The Add Plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. T...
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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 ...
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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 - Other Incomes Once you have completed the Annuity 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 the i...
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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...