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Clicking the " View All Users " link shows a table of all users registered for that firm (including any that may have been set as disabled for any reason). The first column shows the user name – the administrator may click t...
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Select Users > Edit Your Details: User details can be updated. Select Edit User to amend and Update User to save the changes. ...
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Multifactor authentication adds an extra layer of protection to your Synaptic Pathways org. Passwords alone no longer provide sufficient safeguards against unauthorised access to you and your client's data. This is why Salesforce requires MFA ...
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Each fund share class has an unique ISIN. However, variations within the same share class (e.g., EUR, GBP, USD) will have the same ISIN. In such cases, it is preferable to use SEDOLs or Citicodes when searching for a fund in Synapt...
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List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
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You can delete the portfolio from the Portfolio screen: You can also delete from within the portfolio: If you have used the portfolio against a client activity (for e.g. an Illustration) you will be presented with the following message:...
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You will need to open the portfolio you would like to duplicate: Click 'Duplicate Portfolio' in the top right corner: Complete the details of the new portfolio and 'Save' If you would like to go straight into the portfolio you created,...
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Bespoke Portfolios differ from Model Portfolios in Synaptic Pathways. Model Portfolios are used over multiple clients and Bespoke are used as a one off portfolio on a client by client basis.
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Assets Under Management are not taken into account when an off-platform pension switch is performed in Pathways therefore the RIY may not be what the adviser is expecting. For off platform scenarios the RIY will be calculated based on the current i...
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To set up a new device for Multifactor Authentication, you must first remove the old device from your Synaptic Pathways user account. In this article, we’ll outline a few common scenarios when setting up a new device. See below: Your org ...