-
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.
-
Portfolio Builder has a Fund Weighting to Risk Category Resolver. This allows you to enter funds into the portfolio, and set what Target Risk Category you would like to achieve. Click Find Weightings: Select the Target Risk Category:...
-
Create In-House Discretionary portfolios under the Portfolio Builder tab. Click into the Portfolio Builder tab and select New or use the drop down arrow to create a New Portfolio: Click In-House Discretionary and Next: Complete...
-
This article is a continuation of In-House Discretionary - Create a Portfolio Add funds through the fund search box: (Your portfolio must total 100% allocation in order to be risk rated and saved. If you have not fully allocated your portfolio...
-
This article is a continuation of In-House Discretionary - Funds The compliance tab can be found within In-house discretionary portfolios. Compliance can be found in the tabs at the top of the portfolio, as seen below: This area allows ...
-
Funds can be imported by citicode or ISIN into a portolio. Create a portfolio in Portfolio Builder: Enter details of the portfolio and 'Save': Click 'Import Funds' in the top right of the screen: Click 'Sample File' to download ...
-
When adding funds to a portfolio, there will either be a green tick, a blue 'Set' button or a blue tick icon. These indicate the following: The fund has asset allocation data The asset allocation has been supplied by the Provider as part of...
-
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,...
-
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:...
-
Click on Portfolio Builder in the toolbar: You can either click into the tab or use the dropdown arrow to add a new portfolio or view recent records/lists: In this example, we have clicked into the Portfolio Builder tab. Select ‘New’ in t...