New Articles

  1. Risk Explorer - How to reset a users password New

    Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Risk Explorer ...
  2. Risk Explorer - Investment Pathways New

    Your browser does not support HTML5 video. How to view Discretionary Fund Managers, Insurance Distribution Directives, Multi-Assets, Model and Bespoke Portfolios within the Investment Pathways area ...
  3. Risk Explorer - Portfolio Builder New

    Your browser does not support HTML5 video. How to create a Model Portfolio in Portfolio Builder ...
  4. Risk Explorer - Compliance Details, Report Content & Report New

    Your browser does not support HTML5 video. How to complete information in the Compliance Details tab, Report Content information, View Portfolio Factsheet and Create a Report ...
  5. Risk Explorer - Illustration Outcome New

    Your browser does not support HTML5 video. How to navigate the Outcome screen within a Synaptic Risk Explorer Illustration ...
  6. Risk Explorer - Attitude to Risk Questionnaire New

    Your browser does not support HTML5 video. Creating an Attitude to Risk Questionnaire to send to the client and how to complete the Attitude to Risk Questionnaire on behalf of your client. ...
  7. Risk Explorer - Contacts New

    Your browser does not support HTML5 video. How to create a Contact in Synaptic Risk Explorer ...
  8. Risk Explorer - Edit Outcome New

    Your browser does not support HTML5 video. How to edit a Synaptic Risk Explorer Illustration. ...
  9. Risk Explorer - Illustration Details New

    Your browser does not support HTML5 video. How to create an Illustration and complete Illustration details. This includes Investment Details, Portfolio, Charges and Fees & the Capacity for Loss Questionnaire. ...
  10. How do I log into Risk Explorer?

    Go to Synaptic Risk Explorer | Synaptic Software Log into Synaptic Risk Explorer through the link on the right of the screen: This will take you to the Salesforce login screen: ...