Configuration

The configuration tab is where you can view/amend your Company Information, Branding, Terms & Conditions, Disclaimer & a Risk Questionnaire Message. You can also view the Central Investment Strategy, add Special Deals and Discounts information and P...

Company Information can be edited by clicking the pen icon next to each field. This information will pull through to any digital outputs to create: Once the changes the have been made, click ‘Save’ ...

The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions text and ...

The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions text and ...

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...

In the Client Risk Questions & Answers area, you are able to view the attitude to risk questionnaire questions, answers and the normal/reverse scoring: ...

In the Risk Categories area, you are able to view each risk category, with the minimum score, description & asset allocation. Default Risk Set can be changed in the drop down: ...

To add Assets Under Management details, navigate to  Configuration: Click into S pecial Deals and Discounts: Select Assets Under Management: Click into the pen icon next to the platform: Add in the value of total assets under m...

To create a special deal in Synaptic Pathways, navigate to Configuration in the navigation bar: Click into Special Deals and Discounts , then  Special Deals : To create a special deal, click  New : Select whether you would like to ...

In the Configuration> Central Investment Strategy> Risk Categories  area, chose the Risk Set from the drop down: ...

The logo file you have uploaded is too large. You will need to update the logo size to approximately 150x150 (this will depend on the size/shape of the logo)

Yes - the  risk categories  can be found within Configuration> Central Investment Strategy>  Risk Categories .   ...

Within Configuration ,  under your Company Settings   b randing  options  can  be set to apply   your   preferred  primary and secondary colours  and Company  logo  to  appear on reports  and  emails .   ...

Within Configuration ,  under your Company Settings   b randing  options  can  be set to apply   your   preferred  primary and secondary colours  and Company  logo  to  appear on reports  and  emails .   This feature is curre...