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 Under Management
- Enhancements to existing features
- intelliflo office 2-way integration; for client and plan actions
- Firm managed generic funds
- Share class locking
- Portfolio Builder fund search behaviour
- Multiple growth rates in switching
Please open the Synaptic Pathways 6.1 Release Notes document below for further details on the enhancements.
Synaptic Pathways 6.1 Release Notes.pdf
If you would like a demonstration of the new features, please send your request to email@example.com or book a demo using the button below.