Articles
Assets Under Management
To add Assets Under Management details, navigate to Configuration: Click into S pecial Deals and Discounts: Select Assets Under Management: Click into the pen icon next to the platform: Add in the value of total assets under m...
Creating Special Deals
To create a special deal in Synaptic Pathways, navigate to Configuration in the navigation bar: Click into Special Deals and Discounts , then Special Deals : To create a special deal, click New : Select whether you would like to ...
Creating a special deal for Morningstar
In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Morningstar Platform, the standard drawdown cha...
Creating a special deal for Fidelity
In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Fidelity Platform, you will need to apply your ...
Creating a special deal for Abrdn
In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Abrdn Platform, Synaptic Pathways has chargi...
Creating a special deal for Aviva Wrap
In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Aviva Wrap Platform, they have a Core (insured...
Creating a Special Deal on a Contact record
Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...