Popular Articles

  1. Creating an Off-Platform Holding

    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...
  2. Creating a Platform Holding

    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...
  3. Central Investment Proposition - Creating Segments

    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...
  4. Risk Illustrations - Capacity For Loss

    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...
  5. Comparison & Ex-Ante - Creating in the research tab

    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...
  6. Portfolio Builder - Fund Weighting to Risk Category Resolver

    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:...
  7. Platform Holdings - Holdings

    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...
  8. Ex-Post Reviews - Optimise

    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...
  9. Switching - Research Screen

    This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article  Switching - Add Ceding Scheme ...
  10. Why am I unable to add a fund to a holding?

    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...