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See below for key areas on the Synaptic Pathways Homepage: ...
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Created On: 18/11/2021
in Pathways Fund Lists To export a Fund List, click 'Export Fund List' in the top right of the screen: This will export your fund list to a csv file and can either be found in the download bar at the bottom of the screen, or within the Download folder: ...
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Created On: 18/11/2021
in Pathways Fund Lists Funds can be imported into Fund lists within the Fund Lists tab: Click into the Fund list or create new: Click 'Fund Import' in the top right of the screen: Click 'Sample File' to download the template file: Op...
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Created On: 18/11/2021
in Pathways Fund Lists Excluded Funds can be added through the View Excluded Funds button: Add funds to your excluded list by typing in the fund name or fund code (Citicode, Sedol, ISIN and MexID) Excluded funds will be excluded across all fund lists and whole...
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Created On: 18/11/2021
in Pathways Fund Lists The Fund Lists tab allows you to create one or more fund lists. Multiple Fund Lists can be active at one time and can be used on Central Investment Propositions. Create new Fund Lists through the New button: You can set the Fund List as Act...
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Created On: 18/11/2021
in Pathways Configuration In the Configuration> Central Investment Strategy> Risk Categories area, chose the Risk Set from the drop down: ...
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Portfolio Builder has a Fund Weighting to Risk Category Resolver. This allows you to enter funds into the portfolio, and set what Target Risk Category you would like to achieve. Click Find Weightings: Select the Target Risk Catego...
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If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What...
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Salesforce offers Trailhead as a fun interactive way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is fre...
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Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find y...