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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...
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This article is a continuation of Off-Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performa...
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This article is a continuation of Off-Platform Holdings - Contributions Add Withdrawals to a Holding by selecting New: Select Regular, Single or Transfer: Complete the details of the Withdrawal: Once the fields are complete...
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This article is a continuation of Off-Platform Holdings - Underlying Assets To add contributions to an Off-Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Con...
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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...
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This article is a continuation of Off-Platform Holdings - Performance Risk rate a holding through the Risk Rate Holding button at the top right of the screen: Once risk rated, the rating can be found next to the current value at the t...
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Create a new contact by navigating to Contact in the top toolbar: Select the drop down arrow to create a new contact: Complete the details of your client: When entering the birthdate, start by selecting the year, month and day: ...
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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...
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Last Updated: 05/09/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New annual transaction summary Ex-post report updates Client ATRQ report updates Costs and charges s...
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Last Updated: 05/09/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New Paraplanner Access Centre Automated daily unit price updates on holdings Include ongoing charge w...