-
Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
-
The application is available on the Salesforce App Store and can be downloaded for immediate use. Creating a Trial - Existing Salesforce Customers ...
-
Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the s...
-
The Synaptic Risk Ratings are derived directly from the output from the Moody’s Analytics stochastic engine, the Economic Scenario Generator. The metrics published are based on a quarterly updated mathematical simulation wher...
-
Product Providers supply their data and the Risk Ratings are approved before publication. No qualitative overlay is applied to change the risk profile which is calculated solely based on projections of the underlying ass...
-
Illustration Settings is used to update the details of your Illustration. Updating this information will amend the original details of the illustration. The 'What If' area allows you to create an alternative scenario that will sit alongside...
-
Salesforce offers Trailhead as a fun interactive way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is fre...
-
Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers . ...
-
You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record. ...
-
Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...