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If you have edited any details within the Advanced Options screen, you will need to select 'Yes' or 'No' to the Capacity for Loss statement before continuing to the next step: If you have no answered the Capacity for Loss st...
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This article is a continuation of article Illustrations - Edit Outcome - Sustainable Drawdown Solve Contributions is found within the Compare Alternative Outcomes area. Selecting the option will open 'Solve Contributions' on the bottom ri...
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Illustrations are found within the Contact record: ...
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This article is a continuation of article Illustrations - Pathway Selection In the Charges & Fees screen, you can either enter specific charges or use a total solution cost. If using specific charges, click enable and enter the charge inform...
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See below for key areas on the Synaptic Pathways Homepage: ...
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You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a new ...
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Go to Synaptic | Powerful Software for Advisers Log into Synaptic Pathways through the Login link on the right of the screen: This will take you to the Salesforce login screen: ...
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If you have completed the questionnaire with your client and would like to complete the questions manually, follow the steps below: Create a new contact or find an existing contact record. In this example, I will search for a contact called ...
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To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create a...