Updated Articles

  1. Creating a Platform Holding

    This article is a continuation of Risk Rate Holding Create a New Contact or load an existing record: This will open the contact record. Click into the Holdings tab and click New under the Platform Holdings area: Enter the detail...
  2. Risk Rate Holding

    This article is a continuation of  Off-Platform Holdings - Performance Risk rate a holding through the Risk Rate Holding  button at the top right of the screen: Once risk rated, the rating can be found next to the current value at the t...
  3. Platform Holdings - Holdings

    This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...
  4. Platform Holdings - Contributions

    This article is a continuation of Platform Holdings - Underlying Assets To add contributions to an Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Contributio...
  5. How much is Synaptic Pathways?

    The application  starts at £50  per user per month  (discounts available for  non-profits ) .  You can  access the  application on  the  Salesforce App Store .   Fo r more inform a tion  please contact  our team on   hel...
  6. Can I have a trial version?

    A 30-day trial is available on the  Salesforce App Store . The trial can be converted to a standard licence at the end of the trial to provide full access to the Synaptic Pathways application.  R esearch  entered   into Synaptic Pathway...
  7. Contact Page

    See below for key areas of Synaptic Pathways Contact page:
  8. Creating a Contact

    Create a new contact by navigating to Contact in the top toolbar:  Select the drop down arrow to create a new contact: Complete the details of your client:  When entering the birthdate, start by selecting the year, month and day: ...
  9. Homepage

    See below for key areas on the Synaptic Pathways Homepage: ...
  10. Creating a Trial - Existing Salesforce Customers

    Your administrator will need to manage the package installation into Salesforce. Follow this link to Salesforce guidance on  Installing Packages . Please note - we do not require passwords for installations and always recommend installing on sandbox...