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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 change t...
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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 contribution in the Advanced Options tab. ...
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The application is available on the Salesforce App Store and can be downloaded for immediate use. Creating a Trial - Existing Salesforce Customers ...
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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 suitabi...
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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 where thousands of s...
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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 asset allocations. ...
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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 your or...
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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 free to use and can b...
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Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers . ...