-
Term Matrix is found within the Compare Alternative Outcomes area of an Illustration. You are able to explore the impact of term and risk using the illustration as reference. Select one or more options here and it will add details of the scenario t...
-
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 statement, you wil...
-
Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client. If you would like to add MiFiD compliance supporting notes, add them here: For further infor...
-
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 right of t...
-
Illustrations are found within the Contact record: ...
-
See below for key areas on the Synaptic Pathways Homepage: ...
-
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 ...
-
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 informatio...
-
...
-
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 ‘Test...