Client Module – Adding a Portfolio into a Holding

Save time by easily pulling funds from a portfolio in Portfolio Builder into a client’s holding instead of adding them one-by-one.

We want to make sure you get the most from your Synaptic suite of products. So, we’ve created short videos to show you handy tricks you might not have known you could do with Synaptic Suite.

Call us on 0800 783 4477 now to find out what else you can do with Synaptic Suite.