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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 an attitude to ris...
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This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client & Sending an Attitude to Risk Questionnaire to your client to complete Once an Attitude to Risk Questionnaire has been reviewed and s...
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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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Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...
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Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
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Your browser does not support HTML5 video. Creating an Attitude to Risk Questionnaire to send to the client, how to complete the Attitude to Risk Questionnaire on behalf of your client & setting manually. In the Oct 2023 update the Capacity fo...
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Your browser does not support HTML5 video. How to create an Illustration and complete Illustration details. This includes Investment Details, Portfolio, Charges and Fees & the Capacity for Loss Questionnaire. ...
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Your browser does not support HTML5 video. How to navigate the Outcome screen within a Synaptic Pathways Risk Illustration ...
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This article is a continuation of Switching - Fees Once you have reviewed the results and selected a platform/off platform option, create a Report. View the report: The report can be downloaded: ...