Risk Explorer - Frequently Asked Questions

A new Attitude to Risk Questionnaire will need to be completed before it can be used on an Illustration. Changes to the latest Investment Strategy requires you to set a new default risk rating for your client. All previous default risk ratings have ...

Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the s...

Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...

The Synaptic Risk Ratings are derived directly from the output from the Moody’s Analytics stochastic engine, the Economic Scenario Generator.    The metrics published are based on a quarterly updated mathematical simulation wher...

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 questionna...

Capacity for Loss questions are found in the first steps of the Illustration Journey. This includes a question around what your client can afford to lose, based on their attitude to risk. Completing this questionnaire will populate the Suitability S...

Illustration Settings is used to update the details of your Illustration. Updating this information will amend the original details of the illustration. The 'What If' area allows you to create an alternative scenario that will sit alongside...

Yes - see article  Supported Browsers and  Devices for Lightning Experience.   ...

Product Providers supply  their  data and the Risk Ratings are approved before publication. No qualitative overlay is applied to change the risk profile which is calculated solely  based on  projections of the underlying ass...

The system provides flexibility to follow workflows  such as  an Illustration, but also allows you to  switch  between tasks/area s .  Multiple tasks will appear as  separate  tabs on the navigation bar. ...

Salesforce offers  Trailhead  as a  fun interactive  way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is fre...

Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on   Telephone: 0808 164 5463   Email: support@synaptic.co.uk   Sometimes it's faster and easier to find y...

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 Attit...

Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers .   ...

The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.   ...

Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.  

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 ti...

You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record.     ...

Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.  

Multiple tasks will appear as  separate  tabs on the navigation bar. This allows you to park one task, while using other areas of the system and then return to your task.   ...

Complete  the  illustration  journey  for your client , when you reach the Results  screen you  can   edit the details to  specify  a Target Amount and solve to an initial or regular contribut...

The application is available on the  Salesforce App Store  and can be downloaded for immediate use.   ...

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: ...

When within the Advanced Options screen of an Illustration, there is a Target Field at the top left of the graph. Entering a Target amount here will add a red target line within the graph, as seen below: This field can also be populated when us...

Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...

The 'View'button is greyed out if you have selected a portfolio from our Discretionary Fund Managers, Multi-Assets &Insurance Distribution Directives. A fact sheet will not be available. Only Model & Bespoke Portfolios you have crea...

Inflation can be viewed under the Results + Inflation or the Results + Costs & Inflation tabs: To apply Inflation to the research, click into the Advanced Options tab of an illustration. You can either enable the impact of inflation to chan...

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. ...

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...

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.