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Your browser does not support HTML5 video. How to view Discretionary Fund Managers, Insurance Distribution Directives, Multi-Assets, Model and Bespoke Portfolios within the Investment Pathways area ...
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This article is a continuation of Central Investment Proposition - Adding Fund Lists to a Segment Add Adviser Fees to a segment within a Central Investment Proposition through the Adviser Fees tab: Fees can be entered using either a...
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This article is a continuation of Central Investment Proposition - Adding Adviser Fees to a Segment Assign Users to a Segment in a Central Investment Proposition by clicking into the Assign Users tab: Click on user to mov...
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EBI provide 2 sets of charges and platform availability for their Earth range MPS portfolios in Synaptic Pathways. Each portfolio is entered twice to accommodate the Restricted and Non Restricted versions. The restricted versions are cheaper and ar...
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This article is a continuation of Central Investment Proposition - Adding Portfolios to a Segment To add Fund List/s to a Segment within the CIP, click into the Fund Lists tab: Move one or more Fund Lists by clicking on the list you woul...
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Central Investment Proposition allows you to set what on & off platform products will be available to research, as well as portfolios, fund lists and segments. They are created within the Investment Pathways tab: Click New under Cent...
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For details on how to Create a Central Investment Proposition, see article Central Investment Proposition - Adding On Platforms to a Segment We have created our CIP, we can now add off platforms to include in the Central Investment Propositi...
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This article is a continuation of Central Investment Proposition - Adding Fund Lists Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and all...