Updated Articles

  1.  Synaptic Pathways - Contacts Updated

    Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
  2.  Synaptic Pathways - How to reset a users password Updated

    Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
  3.  Synaptic Pathways - Risk Illustration Advanced Options Updated

    Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...
  4.  Synaptic Pathways - Risk Illustration Report Updated

    Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
  5.  Synaptic Pathways - How to reset a users password Updated

    Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
  6. Platform Holdings - Underlying Assets

    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  o...
  7. Off-Platform Holdings - Underlying Assets

    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&nb...
  8. Platform Holdings - Holding Report New

    Navigate into the holding: To create a  Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. S...
  9.  Company Settings - Branding Video New

    Your browser does not support HTML5 video. ...
  10.  Synaptic Pathways Protection Credentials Video New

    Your browser does not support HTML5 video. ...