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Navigate into the Investment Pathways tab. Click into the CIP you would like to amend: Click into the Portfolio Tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The all dro...
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This article is a continuation of Central Investment Proposition - Adding Off Platform Products Add Portfolios to the Central Investment Proposition through the Portfolios tab: Use the search box on the left of the screen to find Portf...
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You can create/view portfolios within Portfolio Builder (As seen in article Portfolio Builder - Creating a Portfolio ) or within Investment Pathways. This article will take you through the Investment Pathwa ys area. Click into the por...
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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...
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Costs and charges that have been returned in Pathways using our calculations engine cannot be derived by adding the sum of provider brochure published charges. The calculations engine is more complex and utilises many different factors to provide an...
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Transaction costs are taken from the Mifid ii feed. In some cases, due to reporting requirements which allow for delay impact, this can result in a negative transaction cost. The delay impact is caused by the difference between the price immediate...
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Last Updated: 02/02/2024
in Synaptic Pathways Welcome!
The application starts at £50 per user per month (discounts available for non-profits ) . You can access the application on the Salesforce App Store . Fo r more inform a tion please contact our team on hel...
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Last Updated: 02/02/2024
in Synaptic Pathways Welcome!
A 30-day trial is available on the Salesforce App Store . The trial can be converted to a standard licence at the end of the trial to provide full access to the Synaptic Pathways application. R esearch entered into Synaptic Pathway...