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A2Risk Adviser Guide
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As an Administrator, you are responsible for resetting users passwords in Synaptic Pathways. If you are not an administrator, you will not have the permission to do this. If you are an administrator and require and password reset, see article Admi...
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If you have had your password reset and cannot bypass the security question, we will need to resolve this for you. Contact our Application Support Team on 0808 164 5463 Option 1 or email Support@synaptic.co.uk ...
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The application is available on the Salesforce App Store and can be downloaded for immediate use. ...
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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 to Risk Questionnaire to a client to...
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The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.
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Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.
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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. ...
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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 brow...
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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.