New Articles

  1. Why do I need to complete a new Attitude to Risk Questionnaire after the update?

    Changes to the latest Investment Strategy requires you to complete a new Attitude to Risk Questionnaire for your client. A field has been added to show the client's Previous Risk Rating, as seen below: ...
  2. Why do I need to complete a new Attitude to Risk Questionnaire after the update?

    Changes to the latest Investment Strategy requires you to complete a new Attitude to Risk Questionnaire for your client. A field has been added to show the client's Previous Risk Rating, as seen below: ...
  3. Why do I need to complete a new Attitude to Risk Questionnaire after the update?

    A new Attitude to Risk Questionnaire will need to be completed before it can be used on an Illustration. Changes to the latest Investment Strategy requires you to set a new default risk rating for your client. All previous default risk ratings have ...
  4. Leave Feedback

    Click the relevant icon: Hover over the area you would like to screenshot: Once selected, if you would like to change your selection click ‘Change’. Re-select the area you would like to screenshot and hit ‘Send...
  5. Synaptic Webline Protection - Partially Underwritten Quotes

    Your browser does not support HTML5 video. This video will take you through Partially Underwritten Quotes within Synaptic Webline. ...
  6. Apply Basket - Send to my System

    ‘Send to my system’ can be found within the Apply Basket. If you would like further information on how to set this up, contact our Application Support Team on 0808 164 5463 option 1. ...
  7. Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?

    The average retirement age is 65 years and the gender-neutral forecast life expectancy is 84 years. This equals a 19 year term.  These inputs can be changed, for example retiring at 67years, equals a 17-year term.
  8. User did not receive a password reset email

    Your email provider may be blocking the emails coming from Salesforce. Please see the article for further information -   https://help.salesforce.com/articleView?id=000325381&type=1&mode=   ...
  9. User did not receive a password reset email

    Your email provider may be blocking the emails coming from Salesforce. Please see the article for further information -   https://help.salesforce.com/articleView?id=000325381&type=1&mode=   ...
  10. What is a Bespoke Portfolio?

    Bespoke Portfolios differ from Model Portfolios in Risk Explorer. Model Portfolios are used over multiple clients and Bespoke are used as a one off portfolio on a client by client basis.