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This article is a continuation of Ex-Post Reviews - Optimise The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second column is based...
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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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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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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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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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The Royal London Governed Portfolios and GRIPS are no longer supplied by FEFundInfo in our fund feed. They have been replaced by the unitised funds below in order to streamline the selection process for advisers. The unitised funds will display the...
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Last Updated: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Enhancements to existing features ATRQ report new layout with additional data New Comparison...
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Last Updated: 13/02/2024
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New Paraplanner Access Centre Automated daily unit price updates on holdings Include ongoing...