-
This article is a continuation of Switching - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme: If you kn...
-
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...
-
This article is a continuation of Generic Funds - Editing a Fund Delete a Generic Fund either from the underlying assets screen or within a fund. Underlying Assets Area Click into the drop down arrow to the right of the fund: Delete ...
-
This article is a continuation of Generic Funds - Asset Class Edit details of a generic fund through the Holdings> Underlying Assets area: Either click into the Fund or use the drop down arrow to the right of the fund. Editing a fund wi...
-
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: Modi...
-
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...
-
Your browser does not support HTML5 video. ...
-
Your browser does not support HTML5 video. ...
-
Created On: 28/07/2022
in Pathways Release Notes Pathways Product Update Enhancements to research journeys We're pleased to share the highlights of our latest Pathways product release Enhancements to core features Portfolio builder improvements Fund validation on holdings...
-
Your browser does not support HTML5 video. ...