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This article is a continuation of Off-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...
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Holdings can be found within a Contact record. 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 Holdings area: Enter the details o...
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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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This article is a continuation of Off-Platform Holdings - Performance Risk rate a holding through the Risk Rate Holding button at the top right of the screen: Once risk rated, the rating can be found next to the current value at the t...
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This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...
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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...
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Created On: 13/02/2024
in Synaptic Pathways Welcome! A 30-day trial is available on the Salesforce App Store . The trial can be converted to a standard licence at the end of the trial to provide full access to the Synaptic Pathways application. R esearch entered into Synaptic Pathway...
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See below for key areas of Synaptic Pathways Contact page:
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Create a new contact by navigating to Contact in the top toolbar: Select the drop down arrow to create a new contact: Complete the details of your client: When entering the birthdate, start by selecting the year, month and day: ...
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See below for key areas on the Synaptic Pathways Homepage: ...