New Articles

  1. Attitude to Risk Profiler 1-5

    Downloadable Synaptic Attitude to Risk Profiler for 1-5 with Capacity for Loss questions. Synaptic Attitude to Risk Profiler - 1-5 with Capacity for Loss ...
  2. Metrics Methodology

    Metrics Methodology.pdf
  3. Can we update the text on the Attitude to Risk Questionnaire when sending to a client?

    Within Configuration , under your Company Settings  Risk Questionnaire Message , you can enter additional text  which will  appear   alongside  the standard  email  information when sending an Attitude t...
  4. What Attitude to Risk Questionnaires are available?

    The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.   ...
  5. Can I duplicate an illustration?

    Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.  
  6. When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?

    Ensure you have setup your Attitude to Risk Questionnaire correctly. Check the steps within the article Setup - Attitude to Risk Questionnaire . The 'Default Web Address' field may not have been completed in the setup process. ...
  7. My Synaptic Pathways screen doesn't look right - How can I resolve this?

    If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version.  Synaptic Pathways is best used on Google Chrome. See article What...
  8. 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.
  9. Can I use the software on a mobile/tablet?

    Yes - see article  Supported Browsers and  Devices for Lightning Experience.   ...
  10. Do I have to follow a specific workflow?

    The system provides flexibility to follow workflows  such as  an Illustration, but also allows you to  switch  between tasks/area s .  Multiple tasks will appear as  separate  tabs on the navigation bar. ...