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In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Aviva Wrap Platform, they have a Core (insured...
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In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Morningstar Platform, the standard drawdown cha...
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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 under m...
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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 would like to ...
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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 vice...
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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 you can enter Terms & Conditions and a Disclaimer. Th is text will appear on reports and emails sent from your system. ...