Updated Articles

  1. Adding/Removing Portfolios from the Central Investment Proposition

    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...
  2. Central Investment Proposition - Adding Portfolios

    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...
  3. Investment Pathways - Model, Bespoke & In-House Discretionary Portfolios

    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...
  4. 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...
  5. Pathways Illustration charge vs Provider published charge

    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...
  6. Why is there a negative transaction cost?

    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...
  7.  Synaptic Pathways - Off-Platform Holdings

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  8.  Synaptic Pathways - Contacts

    Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
  9. How much is Synaptic Pathways?

    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...
  10. Can I have a trial version?

    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...