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Yes - You can find the 'Send to Client to Complete' button at the top right of an Attitude to Risk Questionnaire screen . This will send an email to the client, where they can complete the questionnaire in their own ti...
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If your client has invested a large initial lump sum with smaller contributions and withdrawals, it may appear as if the contributions and withdrawals are not appearing in the graph. They are included, but may appear small - as seen below: ...
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The 'Use the Client's Default Attitude to Risk' button is greyed out if the Client's attitude to risk questionnaire has not been completed and set to default. Navigate to the client and either complete an attitude to risk questionna...
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Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find y...
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Inflation can be viewed under the Results + Inflation or the Results + Costs & Inflation tabs: To apply Inflation to the research, click into the Advanced Options tab of an illustration. You can either enable the impact of inflation to chan...
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Multiple tasks will appear as separate tabs on the navigation bar. This allows you to park one task, while using other areas of the system and then return to your task. ...
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When within the Advanced Options screen of an Illustration, there is a Target Field at the top left of the graph. Entering a Target amount here will add a red target line within the graph, as seen below: This field can also be populated when us...
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The 'View'button is greyed out if you have selected a portfolio from our Discretionary Fund Managers, Multi-Assets &Insurance Distribution Directives. A fact sheet will not be available. Only Model & Bespoke Portfolios you have crea...
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Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.
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Complete the illustration journey for your client , when you reach the Results screen you can edit the details to specify a Target Amount and solve to an initial or regular contribut...