Updated Articles

  1.  Synaptic Pathways - How to reset a users password

    Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
  2. Organisation Growth Rates

    Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
  3. Ex-Post Reviews - How to create a review

    Ex-post reviews can be conducted from 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 the holding you would like to review: Cl...
  4. Can research be conducted from a holding that hasn't been converted from Ex-Ante Research?

    Yes, In the 4.2 release you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no...
  5. Off-Platform Holdings - Charges

    The Charges tab will only be available for user defined/custom holdings. For more information, see article  Generic Holdings - Charges ...
  6. Platform Holdings - Charges

    The Charges tab will only be available for user defined/custom holdings. For more information, see article  Generic Holdings - Charges ...
  7. Creating a Generic 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 Off-Platform or Platform Holdings area: As we are creating a generic holding, the provider/prod...
  8. Generic Holdings - Contributions

    This article is a continuation of Creating a Generic Holding To add contributions to a Generic Holding, click New in the Contributions area: Select either Regular, Single  or Transfer : Complete details of the contribution: ...
  9. Generic Holdings - Withdrawals

    This article is a continuation of Generic Holdings - Contributions Add withdrawals to a generic holding by selecting New: Select Regular, Single or Transfer : Complete the details of the withdrawal: Once the fields are c...
  10. Generic Holdings - Underlying Assets

    This article is a continuation of Generic Holdings - Withdrawals To add underlying assets to a generic holding, click into the  Underlying Assets  tab: Click New Complete the details of the asset. Either leave Underlying asset type to ...