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Central Investment Propositions are created within the Investment Pathways area. You can configure Platform & Off Platform Products , Portfolios , Fund Lists and Segments under the CIP. Multiple segments can be...
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Stakeholder can be selected in the Comparison with Ex Ante and Ex Ante results screen. When selecting a retirement wrapper in the investment details, the 'Stakeholder' button will be available to select: The Stakeholder button will be h...
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If you are expecting to see a specific provider or platform in the research, they may be unavailable for a number of reasons If you have created a Central Investment Proposition. The product is either not in the CIP or is in the CIP, but not alloc...
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Research without a Central Investment Proposition will allow you to do Whole of market research. All platforms & off platform products will be available and they will only be unavailable if a fund or portfolio has been selected that is not supp...
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If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What...
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Pathways has been designed to open a tab in the navigation bar when the item you are working on does not have a dedicated tab. Risk questionnaires & Illustrations will appear in the navigation bar as they can only be opened through a contact re...
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Navigate to Investment Pathways: When creating a Central Investment Proposition for the first time, you will get the choice of making it Active upfront: If you would prefer to work on the CIP before marking it as active, you can na...
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You will need to make sure the Central Investment Proposition is set to active. Navigate to Investment Pathways: In the Central Investment Proposition area, find the record you have created. If the Active column shows the CIP as Inactiv...
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Last Updated: 07/12/2023
in Pathways Release Notes We're pleased to share the highlights of our latest Pathways product release What’s New in Version 6.7 Enhanced Client Review Process Initiating and managing the reviews of client holding has been modified to incorporate cus...
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Last Updated: 30/10/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special...