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This article is a continuation of Ex-Post Reviews - Stochastic Forecast The Deterministic Forecast tab includes Current Period Projection & Next Period Projection. For further information on Ex-Post Reviews, see article Ex-Pos...
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This article is a continuation of Ex-Post Reviews - Deterministic Forecast The Suitability tab includes two Efficient Frontier Graphs. The first column is based on the Current Period Projection . The second column is based on the Next Period Pr...
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This article is a continuation of Ex-Post Reviews - Review Screen The optimise button allows you to optimise multiple details. Investment Details tab Amend the term Select Central Investment Proposition or Whole of Market Complete Mi...
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Ex-post reviews can be conducted either from a new holding (including generic) or a holding that has been converted from ex-ante research. For more information on how to create a comparison with ex-ante or ex-ante research, see here. Navigate to ...
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This article is a continuation of Ex-Post Reviews When the review has been created, you will be taken to the Review screen: The screen is split into Previous Review, Current Position and Next Period : Previous state will list ...
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Tell us about your experience with Synaptic Pathways! You can leave us a review through the Salesforce Appexchange here. It only takes a minute to complete, see below video for details: Your browser does not support HTML5 video. ...
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Your browser does not support HTML5 video. How to import funds into a portfolio, Importing multiple portfolios and how to import and export funds in the Default Fund List. ...
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Your browser does not support HTML5 video. How to create a Model Portfolio in Portfolio Builder ...
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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 ...
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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 ...