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Holdings can be found within a Contact record. Create a New Contact or load an existing record: This will open the contact record. Click into the Holdings tab and click New under the Off-Platform Holdings area: Enter the details o...
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This article is a continuation of Risk Rate Holding Create a New Contact or load an existing record: This will open the contact record. Click into the Holdings tab and click New under the Platform Holdings area: Enter the detail...
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This article is a continuation of Central Investment Proposition - Adding Fund Lists Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate the...
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Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client. If you would like to add MiFiD compliance supporting notes, add them here: For further infor...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with Ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...
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Portfolio Builder has a Fund Weighting to Risk Category Resolver. This allows you to enter funds into the portfolio, and set what Target Risk Category you would like to achieve. Click Find Weightings: Select the Target Risk Category:...
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This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...
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This article is a continuation of Ex-Post Reviews - Review Screen The optimise button allows you to optimise multiple details. Investment Details tab Amend the term Select Central Investment Proposition or Whole of Market Complete MiFID I...
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This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
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When creating a holding in Synaptic Pathways, the system will check whether the fund you are adding is available for investment. If you receive a message when adding a fund to a holding (see below screenshot) this could be either: The fund is no...