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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 to CIP ...
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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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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...
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Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
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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...
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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 ...
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The Settings tab will include Product Charges, Growth rates and Adviser Fees. Adviser Fees will only be available for user defined/custom holdings. For more information, see article Generic Holdings - Charges ...
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Generic funds can be created under all holding types, including generic holdings. This allows you to create a fund that is not available on the FE fundinfo database and can be used in research you create in Synaptic Pathways. Navigate to the holdi...
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This article is a continuation of Generic Funds - Creating a Fund Once the fund has been created, you will need to navigate back into the fund to set the Asset Classes: Click into the fund: Click into the Asset Class tab: Modify Al...