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261. How do I access Synaptic Pathways if I already use Salesforce?

     Created On: 13/02/2024 in Synaptic Pathways Pathways Administration
     The application is available on the  Salesforce App Store  and can be downloaded for immediate use.   ...

262. Can we update the text on the Attitude to Risk Questionnaire when sending to a client?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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...

263. What Attitude to Risk Questionnaires are available?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.  

264. Can I duplicate an illustration?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.  

265. When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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. ...

266. My Synaptic Pathways screen doesn't look right - How can I resolve this?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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...

267. Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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.

268. Can I send an Attitude to Risk Questionnaire to the client to complete?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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 time and send it back int...

269. Why can't I see withdrawals and contributions in the graph?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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: ...

270. Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?

     Created On: 13/02/2024 in Synaptic Pathways Risk Illustrations Risk Illustrations - Frequently Asked Questions
     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 questionnaire manually or ...

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