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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 ...
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To add Off Platform products to the segment, click into the Off Platform Products tab: Click on the Off platform product you would like to add to the segment: Once selected, click the arrow to move the product over to Off Platform ...
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This article is a continuation of Central Investment Proposition - Creating Segments After creating the segment, On platform products will be the first screen to complete. Click on the On platform product you would like to add to the segment: ...
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This article is a continuation of Central Investment Proposition - Adding Off Platforms to a Segment To add Portfolios to a Segment within the Central Investment Proposition click into Portfolios Move one or more portfolios by clicking o...
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For details on how to Create a Central Investment Proposition, see previous article Creating a Central Investment Proposition We have created our CIP, we can now add on platforms to include in the Central Investment Proposition. Use the search b...
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Discretionary Funds Managers, Multi-Assets and Insurance Distributions Directives can be used as part of an Illustration. You are able to view the portfolio breakdown by clicking the eye to the left of the portfolio: If you would like ...
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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...
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The Investment Pathways tab contains the Central Investment Proposition, view Discretionary Fund Managers, Multi-Asset, Model Portfolios, Insurance Distribution Directives and Bespoke Portfolios: For further information about this area, pleas...
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This article is a continuation of Central Investment Proposition - Adding Portfolios Add fund lists in the Fund Lists tab: Select the fund list/s you would like to add to the CIP: Use the arrow to move the list to Assigned...
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When adding a fund to a Holding in Synaptic Pathways, the system will validate the fund. You will receive a message in red below the fund if it is not supported on the product. Navigate to the Underlying Assets tab and click New Complete d...