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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: ...
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This article is a continuation of Switching - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme:
Click Use...
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This article is a continuation of Switching - Fees Add family assets under management with the Target Scheme area: If you do not wise to include Family AUM, unselect the toggle: Update Results once done: If you wish to include Fam...
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Create a Comparison Report on the top right of the results screen: Download at the bottom right of the report: ...
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This article is a continuation of Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be selected,...