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This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
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This article is a continuation of Switching - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme:
Click...
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This article is a continuation of Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Perfo...
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Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
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This article is a continuation of Income Analysis - Other Incomes From Projection An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection: From Provide...
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You can delete the portfolio from the Portfolio screen: You can also delete from within the portfolio: If you have used the portfolio against a client activity (for e.g. an Illustration) you will be presented with the following message:...
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You will need to open the portfolio you would like to duplicate: Click 'Duplicate Portfolio' in the top right corner: Complete the details of the new portfolio and 'Save' If you would like to go straight into the portfo...
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Bespoke Portfolios differ from Model Portfolios in Synaptic Pathways. Model Portfolios are used over multiple clients and Bespoke are used as a one off portfolio on a client by client basis.
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Cash is not included in portfolio fact sheets and will not be reflected in the statistics and performance metrics. You will see an amber warning at the top of the fact sheet to explain the cash percentage within the portfolio: There will also...
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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...