What's in Pathways 5.0 Release?

Pathways Product Update
Enhancements to research journeys 

We're pleased to share the highlights of our latest Pathways product release

  • Enhancements to core features
    • Portfolio builder improvements
    • Fund validation on holdings
    • Record generic funds where not available on the database
  • Enhancements to licensed features
    • Risk Explorer Capacity for loss questionnaire
    • Switching ceding schemes and comparison results
    • Fees on regular contributions
    • Client risk profile selection in journeys

Please open the Synaptic Pathways 5.0 Release Notes document below for further details on the enhancements.

Synaptic Pathways 5.0 Release Notes.pdf

If you would like a demonstration of the new features, please send your request to hello@synaptic.co.uk or book a demo using the button below. 

Book a Demo

Should you have any queries before or after this update, please talk to our support team on 0808 164 5463.