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For details on how to Create a Central Investment Proposition, see article Creating a Central Investment Proposition We have created our CIP, we can now add off platforms to include in the Central Investment Proposition. Click into the Off P...
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For details on how to Create a Central Investment Proposition, see previous article Creating a Central Investment Proposition We have created our CIP, we can now add on platforms to include in the Central Investment Proposition. Use the search b...
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Central Investment Proposition allows you to set what on & off platform products will be available to research, as well as portfolios, fund lists and segments. They are created within the Investment Pathways tab: Click New under Cent...
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Created On: 04/11/2021
in Pathways Configuration To add Assets Under Management details, navigate to Configuration: Click into S pecial Deals and Discounts: Select Assets Under Management: Click into the pen icon next to the platform: Add in the value of total assets un...
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Created On: 04/11/2021
in Pathways Configuration To create a special deal in Synaptic Pathways, navigate to Configuration in the navigation bar: Click into Special Deals and Discounts , then Special Deals : To create a special deal, click New : Select whether you woul...
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A Central Investment Proposition can be created and used on Comparison with Ex-ante and Ex-ante only research. Central Investment Propositions are setup within the Investment Pathways area. Articles on how to setup a CIP can be found here. ...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with ex-ante scenario within a contact record, either: Search for the client in the top search bar: Alter...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with Ex-ante scenario in the Research tab, click into the tab from the Homepage: All existing research wil...
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Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create a comparison with Ex-ante scenario directly from the Homepage, hover over the Research tab and select the down arrow: S...
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Research without a Central Investment Proposition will allow you to do Whole of market research. All platforms & off platform products will be available and they will only be unavailable if a fund or portfolio has been selected that is not supp...