Updated Articles

1.  Income Analysis Retirement Cashflow - Report and Illustration Updated

   Last Updated: 29/07/2025 in Synaptic Pathways Income Analysis Income Analysis - Videos
   Your browser does not support HTML5 video. ...

2. Income Analysis - Select scenarios to include in the Report New

   Last Updated: 29/07/2025 in Synaptic Pathways Income Analysis Income Analysis - Getting Started
   This article is a continuation of  Income Analysis - Advanced Options - Compare Once you have chosen your selected scenario, click the Report tab: Report Options will appear. Here you will unselect any scenarios you don't want to appear ...

3. Income Analysis - Advanced Options - Choosing your selected scenario

   Last Updated: 29/07/2025 in Synaptic Pathways Income Analysis Income Analysis - Getting Started
   This article is a continuation of  Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the selected scenario by choosing it from the dropdown Once chosen it will show (Selected) in title: This will be...

4. In-House Discretionary - Funds

   Last Updated: 28/07/2025 in Synaptic Pathways Portfolio Builder Portfolio Builder - Getting Started
   This article is a continuation of In-House Discretionary - Create a Portfolio Add funds through the fund search box: (Your portfolio must total 100% allocation in order to be risk rated and saved. If you have not fully allocated your portfolio...

5. Off-Platform Holdings - Underlying Assets

   Last Updated: 28/07/2025 in Synaptic Pathways Contacts Contacts - Getting Started
   This article is a continuation of Creating an Off-Platform Holding . To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All ...

6. Fund Lists - Import

   Last Updated: 28/07/2025 in Synaptic 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: Open the file to inpu...

7. Portfolio Builder - Creating a Portfolio

   Last Updated: 28/07/2025 in Synaptic Pathways Portfolio Builder Portfolio Builder - Getting Started
   Click on Portfolio Builder in the toolbar: You can either click into the tab or use the dropdown arrow to add a new portfolio or view recent records/lists: In this example, we have clicked into the Portfolio Builder tab. Select ‘New’ in t...

8. Platform Holdings - Underlying Assets

   Last Updated: 28/07/2025 in Synaptic Pathways Contacts Contacts - Getting Started
   This article is a continuation of Platform Holdings - Holdings To add underlying assets to a holding, click into the Underlying Assets tab: Click New Complete the details of the asset. Either leave Underlying asset type to All  or u...

9. Fund Lists

   Last Updated: 28/07/2025 in Synaptic 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 A...

10. Generic Holdings - Underlying Assets

    Last Updated: 28/07/2025 in Synaptic Pathways Contacts Contacts - Getting Started
    This article is a continuation of Generic Holdings - Withdrawals To add underlying assets to a generic holding, click into the  Underlying Assets  tab: Click New Complete the details of the asset. Either leave Underlying asset type t...

• ← Back
• Viewing 1 - 10 of 1312
• More →