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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 un...
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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 woul...
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In the Client Risk Questions & Answers area, you are able to view the attitude to risk questionnaire questions, answers and the normal/reverse scoring: ...
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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: See also: How do I change the Risk Set from 1-10 to 1-5 or ...
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Yes - the risk categories can be found within Configuration> Central Investment Strategy> Risk Categories . ...
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In the Configuration> Central Investment Strategy> Risk Categories area, chose the Risk Set from the drop down: ...
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Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to ap...
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Within Configuration , under your Company Settings you can enter Terms & Conditions and a Disclaimer. Th is text will appear on reports and emails sent from your system. ...
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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...
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Your brand colours can be added here – you will need the HEX code of your primary colour and secondary colour. If you click in the colour drop down box, you will be able to select the colour or enter the RGB: A Company Log...