Pathways Product Update
New features and enhancements
We're pleased to share the highlights of our latest Pathways product release
- New Paraplanner Access Centre
- Automated daily unit price updates on holdings
- Include ongoing charge when adding plans in Income Analysis journey
- Stakeholder pension in comparison report
- Client and Family Assets Under Management toggle option
Please open the Synaptic Pathways 6.4 Release Notes document below for further details on the enhancements.
Synaptic Pathways 6.4 Release Notes.pdf
If you would like a demonstration of the new features, please send your request to firstname.lastname@example.org or book a demo using the button below.