Updated Articles

  1. Switching - Creating a Ceding Scheme from a Holding

    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: If you know th...
  2. Fund Validation on a Product

    When adding a fund to a Holding in Synaptic Pathways, the system will validate the fund. You will receive a message in red below the fund if it is not supported on the product. Navigate to the Underlying Assets tab and click New Complete d...
  3. Generic Funds - Deleting a Fund

    This article is a continuation of Generic Funds - Editing a Fund Delete a Generic Fund either from the underlying assets screen or within a fund. Underlying Assets Area Click into the drop down arrow to the right of the fund: Delete ...
  4. Generic Funds - Editing a Fund

    This article is a continuation of Generic Funds - Asset Class Edit details of a generic fund through the Holdings> Underlying Assets area: Either click into the Fund or use the drop down arrow to the right of the fund. Editing a fund withi...
  5. Generic Funds - Asset Class

    This article is a continuation of Generic Funds - Creating a Fund Once the fund has been created, you will need to navigate back into the fund to set the Asset Classes: Click into the fund: Click into the Asset Class  tab: Modify Al...
  6. Generic Funds - Creating a Fund

    Generic funds can be created under all holding types, including generic holdings. This allows you to create a fund that is not available on the FE fundinfo database and can be used in research you create in Synaptic Pathways. Navigate to the holdi...
  7.  Synaptic Pathways - Contacts

    Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
  8.  Synaptic Pathways - Central Investment Proposition - Configuring the CIP

    Your browser does not support HTML5 video. ...
  9.  Synaptic Pathways - Central Investment Proposition - Using the CIP in Research

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  10.  Synaptic Pathways - Risk Illustration Report

    Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report in a Risk Illustration. ...