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Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
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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 an Administrator can reset a users password in Synaptic Risk Explorer ...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
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Last Updated: 20/06/2022
in Pathways Portfolio Builder When adding funds to a portfolio, there will either be a green tick, a blue 'Set' button or a blue tick icon. These indicate the following: The fund has asset allocation data The asset allocation has been supplied by the Provider as p...
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Last Updated: 20/06/2022
in Pathways Configuration Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
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Last Updated: 20/06/2022
in Pathways Portfolio Builder Fund based Model, Bespoke and MPS portfolios can be exported into a CSV file containing a list of the fund codes and weightings. Navigate to a Portfolio: Click into the dropdown arrow on the top right of the screen and select Export Funds: ...
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Last Updated: 20/06/2022
in Pathways Portfolio Builder This article is a continuation of In-House Discretionary - Compliance Tab The Asset Allocation tab allows you to view the Fund Asset Allocation, Fund Risk Summary and Portfolio Asset Allocation information. Portfolio Asset Allocation can be ...
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Ex-post reviews can be conducted from 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 the holding you would like to review: Cl...
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Yes, In the 4.2 release you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no...