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This article is a continuation of In-House Discretionary - Special Deals Once a Special Deal has been created against a product in an In-House Discretionary portfolio, you can amend the details if needed. Navigate into the portfolio and click in...
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A Special Deal can be created under a Platform/Off-Platform product assigned to an In-House Discretionary Portfolio. Navigate to the Platforms & Products tab in the In-House Discretionary Portfolio: Click/maximise the product you would like t...
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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 know th...
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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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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 ...
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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 withi...
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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...
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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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