Updated Articles

731. Generic Holdings - Performance

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Generic Holdings - Assets The Performance tab lists all valuations completed (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performance I...

732. Generic Holdings - Assets

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Generic Holdings - Cash Accounts To add assets to a generic holding, click into the Assets tab: Click New Complete details of the New Asset  and  Save The asset will be listed within the ...

733. Generic Holdings - Cash Accounts

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Generic Holdings - Underlying Assets Add cash account details under the Cash Account  tab within a generic holding: Click New Complete details of the cash account and Save Note: Only the Account Na...

734. Generic Holdings - Underlying Assets

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Generic Holdings - Withdrawals To add underlying assets to a generic holding, click into the  Underlying Assets  tab: Click New Complete the details of the asset. Either leave Underlying asset type to ...

735. Generic Holdings - Withdrawals

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Generic Holdings - Contributions Add withdrawals to a generic holding by selecting New: Select Regular, Single or Transfer : Complete the details of the withdrawal: Once the fields are c...

736. Generic Holdings - Contributions

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Creating a Generic Holding To add contributions to a Generic Holding, click New in the Contributions area: Select either Regular, Single  or Transfer : Complete details of the contribution: ...

737. Creating a Generic Holding

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     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 or Platform Holdings area: As we are creating a generic holding, the provider/prod...

738. Platform Holdings - Withdrawals

     Last Updated: 25/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of 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, Sa...

739. Platform Holdings - Contributions

     Last Updated: 21/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     This article is a continuation of Platform Holdings - Underlying Assets To add contributions to an Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Contributio...

740. Creating a Platform Holding

     Last Updated: 21/09/2023 in Synaptic Pathways Contacts Contacts - Getting Started
     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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