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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 navig...
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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 reco...
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You can receive a 'Something has gone wrong' error for a number of reasons. This can be related to the data inputted. In one example, an error was returned when trying to calculate results in Research. The error occurred due to the initial value...
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The Reduction in yield shows what effect the total charges applicable to a wrapper will have on the projected growth rate and is calculated as Reduction in yield = projected growth rate – AER (annual effective rate). For example, if we expect an...
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With the end projection calculations, the cash account growth rate is based on the same rate as the rest of the portfolio so a consistent rate is being applied across all platforms and providers being compared. However, the RIY calculation on ...
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Transaction costs are taken from the Mifid ii feed. In some cases, due to reporting requirements which allow for delay impact, this can result in a negative transaction cost. The delay impact is caused by the difference between the price immedia...
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Costs and charges that have been returned in Pathways using our calculations engine cannot be derived by adding the sum of provider brochure published charges. The calculations engine is more complex and utilises many different factors to provide ...
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List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
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If you notice values are zero within the Costs & Charges tab of an Ex-Post review, this could be related to the product you have selected in the holding. Synaptic Pathways allows you to add generic/custom holdings. If you have selected a custom ...
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With the Ex-post review screen, the percentage cost is calculated from the monetary (£) figure. The monetary figures are calculated using the balance of the product and any growth on the balance. The percentage derived from this monetary figure ...