Synaptic Risk and Risk Profiling

Articles

Synaptic Risk Rating User Guide
Synaptic Risk Rating User Guide.pdf
Introduction to Stochastic Modelling in Personal Financial Planning
Introduction to Stochastic Modelling in Personal Financial Planning.pdf ...
A2Risk Adviser Guide
A2Risk Adviser Guide 2018.pdf
What is included in the Risk Service?
The Risk Service is available within the Synaptic Software Suite. Risk Table Free access to online, searchable and downloadable table of risk rated funds and portfolios. These outputs are designed to form part of a company's compliance regi...
Accessing the Risk Service in Synaptic Suite
Once you have received your log in details via email, go to the Synaptic Software website – www.synaptic.co.uk and scroll down the screen until you find the ‘log in’ option. There are two ways to sign in. Click on Synaptic OR ...
Accessing the Attitude to Risk Questionnaire
Adding a new client or searching for an existing client is easily completed. You can also access the Attitude to Risk Questionnaire Reports that you have previously saved by clicking on the report button: ...
Using Synaptic Attitude to Risk Questionnaire
When a new client is set up in the client module, you can click on the ‘Edit’ button alongside ‘Attitude to Risk’ to access the questionnaire. You also have the option to run a new questionnaire by selecting ‘change...
 Top Tip - Attitude to Risk Questionnaire
Your browser does not support HTML5 video. Automatically calculate your client's attitude to risk and generate a report in seconds.  ...
 Top Tip - Paper Attitude to Risk Questionnaire
Your browser does not support HTML5 video. Quickly download, print and complete the Attitude to Risk Profiler with your client and tally up their risk rating with the Attitude to Risk Scoring Method. ...
 Top Tip - Using your client's Attitude to Risk to select a Portfolio or Fund
Your browser does not support HTML5 video. Learn how to manually set your client’s Attitude to Risk after completing the paper questionnaire, use this to select a fund/portfolio within the Risk Rating area of the suite. ...