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Risk Explorer
Risk Explorer - Trial
Creating a Trial - New Customers
Setup - Attitude to Risk Questionnaire
Creating a Trial - Existing Salesforce Customers
How much is Risk Explorer?
Risk Explorer - Getting Started
How do I log into Risk Explorer?
How to reset a users password
Administrator Password Reset
Adding New Users
How to grant access to Support
Homepage
Creating a Contact
Contact Page
Creating a new Attitude to Risk Questionnaire
Creating an Attitude to Risk Questionnaire on behalf of your client
Sending an Attitude to Risk Questionnaire to your client to complete
Attitude to Risk Questionnaire Report
Portfolio Builder - Creating a Portfolio
Portfolio Builder - Compliance Tab
Portfolio Builder - Portfolio Factsheet
Portfolio Builder - Importing Funds into a Portfolio
Portfolio Builder - Importing Portfolios
Investment Pathways
Investment Pathways - Default Fund List
Investment Pathways - Discretionary Fund Managers, Multi-Asset & Insurance Distribution Directives
Investment Pathways - Model & Bespoke Portfolios
Investment Pathways - Default Fund List - Import
Investment Pathways - Default Fund List - Export
Illustrations
Illustrations - Navigation
Illustrations - Creating an Illustration
Illustrations - Investment Details
Illustrations - Pathway Selection
Illustrations - Charges & Fees
Illustrations - Capacity For Loss
Illustrations - Outcome Screen
Illustrations - Outcome - Chart
Illustrations - Outcome - Efficient Frontier
Illustrations - Edit Outcome
Illustrations - Edit Outcome - Illustration Settings
Illustrations - Edit Outcome - Alternative Outcomes
Illustrations - Edit Outcome - 'What If' Scenario
Illustrations - Edit Outcome - Sustainable Drawdown
Illustrations - Edit Outcome - Solve Contributions
Illustrations - Edit Outcome - Term Matrix
Illustrations - Edit Outcome - Change Portfolio
Illustrations - Report
Configuration
Company Settings - Company Information
Company Settings - Branding
Company Settings - Terms & Conditions, Disclaimer and Risk Questionnaire Message
Central Investment Strategy - Client Risk Questions & Answers
Central Investment Strategy - Risk Categories
Risk Explorer - Frequently Asked Questions
What's in Risk Explorer 2.0 Release?
Can I have a trial version?
What does Risk Explorer do?
What browsers are supported?
Password reset – I cannot bypass the security question, how can I gain access?
How are the Risk Ratings calculated?
How do I access Risk Explorer if I already use Salesforce?
Can I duplicate a portfolio?
Can I delete a portfolio?
In my portfolio there are different ticks next to the funds. What's the difference?
Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?
I answered 'No' to the capacity for loss question and I can't undo it - how can I change this?
What is the difference between Illustration Settings and a 'What If' scenario?
Can I use the software on a mobile/tablet?
How reliable is the data collected for the Risk Ratings?
Do I have to follow a specific workflow?
What Training is available on Salesforce?
What Support is available?
Can I upload my own branding?
Can we include our regulatory statements on communications and reports?
Can we update the text on the Attitude to Risk Questionnaire when sending to a client?
Can I view the scoring method for the Attitude to Risk Questionnaire?
Can I view the Risk Categories?
What Attitude to Risk Questionnaires are available?
How do the Asset Allocations align to the Attitude to Risk Questionnaire?
Can I send an Attitude to Risk Questionnaire to the client to complete?
How can I tell when a client has completed an Attitude to Risk Questionnaire?
Can I duplicate an illustration?
Can I have multiple illustrations open at one time?
Will you be able to setup an end goal for a client at beginning of journey?
I've pinned a task to the navigation bar, how do I unpin it?
How do I access Risk Explorer if I already use Salesforce?
Why can't I see withdrawals and contributions in the outcome graph?
Is Cash included in the portfolio factsheet?
How do I remove the target amount red line from the graph?
Where do the Compliance notes in the Attitude to Risk Questionnaire pull through to?
Why is the Portfolio Fact sheet 'view' button greyed out in the Compliance Details tab?
How do I include inflation in an Illustration?
When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?
My Risk Explorer screen doesn't look right - How can I resolve this?
Our company logo is appearing too large on the report - why is this?
Risk Explorer - Videos
Risk Explorer - Contacts
New
Risk Explorer - Attitude to Risk Questionnaire
New
Risk Explorer - Illustration Details
New
Risk Explorer - Illustration Outcome
New
Risk Explorer - Edit Outcome
New
Risk Explorer - Compliance Details, Report Content & Report
New
Risk Explorer - Portfolio Builder
New
Risk Explorer - How to Import Funds and Portfolios
Risk Explorer - Investment Pathways
New
Risk Explorer - How to reset a users password
New
Synaptic Suite
Synaptic Client
Client - Getting Started
Risk Rated Holdings
Risk Rated Holdings within the Client Module
Risk Rated Holdings within Modeller
Synaptic Software Client User Guide
Synaptic Software Client Administration Guide
Getting started - Client Module & ATR Questionnaire
Getting Started - Creating Holdings
Top Tip - Adding a Portfolio into a Holding
Improved Client Search
Application Tabs
Creating New Clients
Adding & Removing Users from the Client Module
Attitude to Risk (ATR)
Creating Holdings
Custom Asset Types
Finding an Existing Client
Setting Vitality Client Status within Comparator
Client - Have a Question?
How do I add funds to a Manual Fund List?
How do I add Manual Asset Classes?
How do I add a Self Invested Personal Pension (SIPP)?
How do I add a Platform?
How do I create a policy report?
How do I create an Accumulation Goal?
Synaptic Risk and Risk Profiling
Synaptic Risk Rating User Guide
A2Risk Adviser Guide
What is included in the Risk Service?
Accessing the Risk Service in Synaptic Suite
Accessing the Attitude to Risk Questionnaire
Using Synaptic Attitude to Risk Questionnaire
Top Tip - Attitude to Risk Questionnaire
Top Tip - Paper Attitude to Risk Questionnaire
Top Tip - Using your client's Attitude to Risk to select a Portfolio or Fund
ATEB Suitability content integration
Synaptic Modeller
Modeller - Account Settings
Setting up contract enquiry
Modeller - Getting Started
Synaptic Modeller User Guide
What is Synaptic Modeller?
Risk Rated Holdings within Modeller
Adding a New Client
Finding an Existing Client
Setting the Default Attitude to Risk
Client Attitude to Risk Report
Recording Holdings
Modelling a Goal Based Scenario
Finding Existing Goals
Reviewing a Goal
Scenario Modelling Report
Modeller - Have a Question?
How do I use the work space for modelling new scenarios?
How do I rebalance portfolios?
What do the Modeller graphs tell me?
I have completed the modelling session, but the final report is not loading – why is this?
I cannot find a specific fund in Modeller – why is this?
My chosen fund is unavailable – why is this?
My chosen fund’s asset allocations are missing – why is this?
I get a warning message when selecting a specific fund – what could be causing this?
How do I get values for any holdings by using contract enquiry?
How can I manually add or update values to holdings?
How do I add a cash ISA to holdings?
How do I reset my password?
Is it possible to do joint reports in Modeller?
How do I delete a duplicate record?
How is the attitude to risk level determined? What is this based on?
Where can I find the asset allocation graphs in Modeller?
How are the asset allocations updated?
How do the calculations work in Modeller?
What is the £10k illustration screen?
What is the capacity for loss figure? How can these be determined?
Synaptic Analyser
Analyser - Getting Started
Synaptic Analyser Quick Start Guide
Synaptic Analyser User Guide
Logging into Synaptic Analyser
Routes through the system
Phased Drawdown
Phased Drawdown - Adding Plans
Phased Drawdown - Income Requirements
Phased Drawdown - Other Income
Phased Drawdown Results
Phased Drawdown - Add Annuity
Phased Drawdown - Overall Results
Synaptic Analyser - Other Income
Creating Holdings
Synaptic Analyser - Product Comparison
Synaptic Analyser - Income Analysis
Synaptic Analyser - Completing Income Analysis through the Results Screen
Costs and Charges Calculator
Maturity Values Calculator
Projection Calculator
Income Analysis Research - Adding Goal Details
Income Analysis Research - Adding Plans
Income Analysis Research - Income Requirements
Income Analysis Research - Other Income
Income Analysis Research - Add Annuity
Results Page
Product Comparison Research
Filtering Screen
Product Comparison Results Screen
Reports
Analyser - Have a Question?
What is Synaptic Analyser?
Why am I unable to run a Phased Drawdown scenario directly through the Results screen?
When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?
Within the Plans area, why is there only one Phased option when I can choose UFPLS or PCLS separately?
Why is Other Income mandatory when selecting ‘Phased’?
How do I link my Webline account?
How is the tax calculated in Analyser?
I am trying to generate an Annuity quote within Analyser and I am getting an error - why is this?
How do I select a client when clicking into Analyser?
How do I add and amend client details?
Where can I add a holding to use within Analyser?
How do I add Income Sources?
Where can I find previous Analyser research?
How do I start Analyser research?
Can I override the Forecast Life Expectancy?
Are you able to upload your own logos for the report?
Is tax included in the calculations?
Does the client have to take the full 25% when selecting the PCLS option?
How do I select a fund/portfolio within Analyser?
Are the state pension calculations triple locked?
How do I export the charts?
Can Analyser demonstrate results in the event of a market crash?
Synaptic Comparator
Comparator - Account Settings
Synaptic Comparator Setup Quick Start Guide - Download
Setting up service levels and adviser fees
Setting up assets, panel and reports
Introduction to fund panels and portfolio builder
Setting up contacts
Introduction to provider special deals
Introduction to organisation structure
Synaptic Comparator Administrator User Guide - Download
Portfolio Management
Panel Management
Fund Management
How to control the branch / sub company panel permissions in Synaptic Comparator
How to create users in Synaptic Comparator
Setting up Client & Family Assets Under Administration
Setting up adviser charges
Comparator - Getting Started
Synaptic Comparator Quick Start Guide - Download
Synaptic Comparator User Guide - Download
Synaptic Comparator - Pension Switching Guide
Synaptic Comparator Cash Feature User Guide
Top Tip - Pulling values into the Critical Yield Calculator
Getting started with cost and charges calculator
Getting started with projection calculator
Getting started with maturity value calculator
Getting started with critical yield calculator
Generic Fund
How to conduct research in Synaptic Comparator?
Creating a new contact in Synaptic Comparator
Investment details for ISA
Investment details for Onshore and Offshore bonds
Investment details for SIPP
Investment details for a Personal Pension
Investment details for GIA
Changing the default report look and feel
Application Tabs
Using the Existing Plan area
Comparator - Have a Question?
Why is the Parmenion & Praemium platform being excluded from my Comparator research when I select funds?
Why is the Parmenion platform for passive investments only?
Can’t find a fund?
I am doing ISA research and have to specify GIA amount – why is this?
I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?
Why are no funds found when trying to create a portfolio?
How to generate Fund factsheets
How to view previously completed research / reports
How to edit a contact in Synaptic Comparator
How to delete a contact in Synaptic Comparator?
How to resume unfinished research?
How to duplicate a contact in Synaptic Comparator?
How To Reassign A Contact In Synaptic Comparator?
How To Duplicate Piece Of Research?
Where can I see the initial adviser fees on a client report?
I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?
How do I set a flat rate of £1000 initial fee for an adviser?
I have tried logging in and now the site says I am logged out – why is this?
Can I reassign clients to another user?
Forgotten password?
Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?
I have a special deal with a provider, how do I add these to Comparator?
I have completed the research, but the final report is not loading – why is this?
Where can I find platform factsheets?
When are ISA rates updated for Comparator?
I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?
Why is cash account under investment details greyed out?
Why do I get an error message when adding cash account feature?
My report buttons are missing - why is this?
Comparator Report is showing dollar and pound signs - Why is this?
Synaptic Webline
Webline - Account Settings
Email Verification & Password Reset
Verifying your email address
Password Reset
Webline Settings - Agency Codes
Webline Settings - Commission Settings
Webline Settings - Adding New Users
Webline Settings - Provider Panel
Webline Settings - How to disable users
Webline Settings - Editing your details
View Your Details
Edit Your Details
View All Users
Add New User
Edit Your Account
Product and Provider Panels
Agency Codes
Commission Settings
User Options - Vendor Administrator Access
How to edit your Account Details - Vendor Administrator Access
How do I create more user accounts on Webline?
Registration
Change Password
Settings
Account Details
Add a new user in Webline
Change Company Name/Contact Details
Change Regulatory Details
Change Registered Address
Set or Edit a Business Reply Address
Compliance Text
Info
Documents
Software Required
Webline Protection
Synaptic Webline Protection - Apply Basket
Synaptic Webline Protection - User Interface Improvements
Synaptic Webline Protection - Multi Benefit
Synaptic Webline Protection - Finding Quotes
Apply Basket - Send to my Email
News Section
Top Tip - Critical Illness Table
Top Tip - Quick Commission
Webline Protection - Introduction
Logging into Webline
Client Details Standalone Products - Requesting Quotes
Requesting Quotes - Common Buttons
Requesting Quotes - Standalone Products
Requesting Quotes - Product Details
Requesting Quotes - Decreasing Term Assurance
Requesting Quotes - Family Income Benefit
Requesting Quotes - Income Protection
Requesting Quotes - Whole of Life
Results - Producing an Illustration
Results - "Refreshing" a Quote Result Screen
Results - Selecting the Product
Multi Benefit Products
Multi Benefit Products - Product Details
Multi Benefit Products - Level Term Assurance
Multi Benefit Products - Decreasing Term Assurance
Multi Benefit Products - Critical Illness Cover
Multi Benefit Products - Income Protection
Multi Benefit Products - Family Income Protection
Multi Benefit Products - Waiver of Premium
Results - Multi Benefit
Grouped Results View
View Options
Results
Applying
Evidence of Research
Finding Quotes
Provider Documents
Help
Settings
Logging out of Webline
Webline Annuities
Synaptic Webline - Detailed Annuities
Creating Quotes - Annuities
Quick Quote Annuities on Webline
Webline Web Services
Zurich - New Product Suite
Webline - Have a Question?
Why have I not received a password reset email?
How do I disable pop-ups?
Why is a Provider in the results screen, but not appearing in the Comparison Report?
I get a warning message ‘no response’ on Webline – why is this?
Why does quote prices sometimes differ between Webline and providers?
Why certain providers do not return quotes?
Why do one (or more) providers not return quotes for me on Webline?
Can I quote joint life insurance on Webline, which pays out on second death?
When I click e-apply and buy now on Webline, I don’t get through to the providers website?
Webline errors - something went wrong?
Why do I get "Agency number mismatch" on Webline?
Where can I view the Critical Illness Coverage table?
Why do I get connectivity errors when trying to access Webline abroad?
How do I quote Relevant Life policies only?
How do I update my Webline password in the Synaptic Suite?
Synaptic Webline Play
Introducing Webline Play
Integrating Synaptic Webline Play, Quote & Apply
Synaptic Webline Play - Integrating Webline Play into your website
Synaptic Webline Play - How to apply for a quote
Webline Play - Colour Options
Webline Settings - Agency Codes
Webline Settings - Commission Settings
Webline Settings - Provider Panel
Webline Settings - Editing your details
Webline Settings - Adding New Users
Webline Settings - How to disable users
Webline Play - Life Insurance Quotes
Webline Play - Income Protection Quotes
Webline Play - Integrating Webline Play onto your website
Synaptic Product and Fund Research
Product and Fund - Account Settings
Using the same account on multiple computers
Is there a limit on concurrent users?
Can I delete users?
How do I create new users and edit accounts?
Can I change a users details and password?
Can I change the administrative password for our account?
How do I administer my firm's user list?
How do I add my agency codes?
Product and Fund - Getting Started
Synaptic Suite Product User Guide
Synaptic Suite Fund Guide
Top Tip - Ethical Fact Find
How to log into Products on our website
How to conduct research - ISA scenario
Fund Factsheets
Funds from a specific promoter and specific contract
Quick Find Box - Contract Tab
Quick Find Box - Company Tab
Quick Find Box - Fund Tab
Quick Find Box - Client Tab
How do I update my Product & Fund research password in the Synaptic Suite?
How do I navigate the software?
How do I start a piece of research?
Overview of the research process
Choosing a product type
Entering client details
What is the layout of the filtering screen?
Grid of contracts
Adding columns to the grid of contracts
Filtering the grid of contracts
Ranking contracts
Generating a suitability report
How do I search for fund factsheets?
Re-opening old research
Manually selecting the contracts to research
Basic hints and tips
Application Tabs
Product and Fund - Have a Question?
What are the AIC sector changes for Investment Trusts?
Where has the IA Money Market sector gone?
I can't log into Synaptic Product & Fund Research - Why?
Who supplies the past performance data and how often is it updated?
What are the different types of fund research?
Are there any tools available?
Are there any tips when using fund research?
Are there any tips when filtering?
What is the Resource Centre?
The home page
Do I use the Fund Picker or research into linked funds?
How do you use the field chooser?
How do I obtain protection quotes through Synaptic?
What fund reports can I produce?
What is the difference between Quick reports and Suitability reports?
Can you edit Suitability reports?
How does Synaptic deal with contract data?
Does Synaptic save clients and research?
How do you calculate the Stochastic projection graphs?
Where do I find products and how do I start new research?
How do I start fund research?
What report templates do you have on Synaptic?
Where can I find Special offers?
Can I sort the grid in the filtering screen?
Can I share research?
Can I send research to other users?
Can I send research between users?
How is the sector position graph calculated?
How do I save results from the fund picker and include it in reports?
Can I save and export the research grid?
How is the returns each month graph calculated?
Can I research new and existing business?
What is the difference between Report Manager Suitability reports and Quick reports?
Can I remove all filters on the filtering screen?
Can I record notes on research?
How are the ranking graphs calculated?
How are funds ranked?
How do I rank contracts into a league table?
Do you have a link to quote engines?
What is in the Quick reports and can they be edited?
How is the quartile ranking graph calculated?
How are the contracts categorised?
Is there a difference between Product Research and Fund Research?
How is Synaptic Research beneficial to Product providers?
How do I setup Preset Criteria?
How do I create a Portfolio?
How is the portfolio value graph calculated?
Can I produce a Portfolio report?
How is the portfolio composition graph calculated?
How is the performance vs. volatility graph calculated?
Can I create a panel of products?
Can I create mutual fund analysis and factsheets?
How do I use Manual fund lists?
How is the monthly premium graph calculated?
How can I create market research?
Can I manually exclude contracts?
Can I create a list of linked funds for a contract?
Is there limitations if you only subscribe to one module of Synaptic Research?
Do you integrate with other software?
How do I import filtering from old research?
How are the ranking scores calculated?
Can I lock features within preset criteria?
Can I create a portfolio graph?
Can I give users the ability to create preset criteria?
Can I generate multiple fund factsheets and graphs?
What fund sectors do you have on Synaptic Research?
How do you use the Fund Picker?
What fund graphs can I find on Synaptic Research?
What information is in the fund factsheets?
Do you have Ethical funds on the system?
Can I flip the grid in the filtering screen?
How do I find old research?
How do I find contracts, providers, funds, and clients?
Who supplies your data?
What are the benefits of using Synaptic Research?
How do I filter the grid of contracts?
How do I filter on statistics within Product research?
Can I filter on specific linked funds?
How do I filter on sectors?
How do I filter on policy conditions?
How do I filter on past performance?
How do I filter on field values in the grid?
How do I filter on features?
Can I view field definitions and contract notes?
What data does FE fundinfo supply?
How is the distribution of returns graph calculated?
Can I distribute personal presets across the firm?
Can I display factsheets from the data grid?
What are the differences between product-focused and client-focused research?
What are the differences between fund research and product research?
Can I delete research?
What are the definitions of fund performance figures?
How do I define portfolio holdings and settings?
What products do you have on Synaptic Research?
How is the cumulative performance graph calculated?
How do I create shared research for other users to import?
How do I create preset criteria?
Can I create new research based on existing research?
Can I create multiple presets?
Can I copy research?
Can I create bespoke Report Manager Suitability report templates?
What data is within contract factsheets?
Can you use Synaptic research for Compliance checking?
How do I create a comparison report?
How do I create a Company factsheets
How can I check fund availability?
How do I change the title of research?
Can I change the order of data fields in the grid?
How do I carry out file-checks?
How do I build grids and filtering contracts?
What browser software can I use?
Do you have any browser hints and tips?
Do I need to configure my browser to use Synaptic Research?
Is bid-to-bid used for the data on your factsheets?
How is the best/worst returns graph calculated?
What are the basics of fund research?
How is the asset allocation graph calculated?
How is the annual premium graph calculated?
How is the annual performance graph calculated?
How is the alpha vs. beta graph calculated?
How do I add fields to the grid?
When do presets take effect?
How do I set up Personal Preset Criteria?
Can I share my research?
How can I filter on Past Performance?
How do I research Stocks and Shares ISA - Alternative Investment Market?
What is Ranking?
How do I use the Fund Picker?
How do I retrieve research?
How do I select a Product Area to Research?
How do I start client focused research?
How do I start Product Focused Research?
What are the differences between Client Focused and Product Focused Research?
Introduction to filtering
Have you got any tips on filtering?
How do I filter on features?
How do I filter on sectors?
How do I filter on Policy Conditions?
How do I filter on Specific Linked Funds?
How do I filter on Statistics?
Can I remove all filtering within a piece of Research?
How do I manually exclude contracts?
Can I create an audit trail?
How do I filter using a grid of contracts?
How do I create Multiple Reports on Synaptic Research?
How do I send research in Synaptic Research?
Where is my research stored?
How long is stored research held on the system for?
Why is no Quote link being displayed for a product type?
Does Synaptic Research “run in offline mode”?
Synaptic Contract Enquiry
Setting up Contract Enquiry
Synaptic Contract Enquiry - User Guide
Synaptic Suite Settings
Settings - Getting Started
Unipass Certificate
Understanding Icons
Organisation Structure
Parent/Child Organisation Structure
Fund Universe
Portfolio Builder
Licencing
Modeller Journey Settings
Knowledgebase
Help and Support
Settings - Have a Question?
Where can I find my Account Settings?
What can someone in an Adviser role see and do?
How do I change my password?
How do I sign out?
Can I customise Modeller?
What is the difference between Portfolio/Panel
How do I add a new portfolio/panel?
Can I share portfolios?
Can I import funds by Citicode?
How do I use the portfolio wizard?
How do I produce factsheets?
Where can I find the organisation and users area?
How do I add additional organisations?
How do I add new users?
What can someone in a Paraplanner role see and do?
What can someone in a Administrator role see and do?
What can someone in a EMP administrator role see and do?
What can someone in a EMP User role see and do?
What can someone in a Corporate User role see and do?
What can someone in a Modeller Journey Override role see and do?
How do I find a user?
How do I delete and edit a user?
How do I reset a users password?
How do I setup client service levels?
How do I add custom asset types?
What can you do within the fund universe area?
How do I setup Modeller Journey Override and Fund Based Journey?
Data and Application Security
Data and Application Security
Provider Knowledge Base
Videos
Synaptic Webline Protection - User Interface Improvements
Synaptic Webline Protection - Multi Benefit
Synaptic Webline Protection - Finding Quotes
Synaptic Webline - Detailed Annuities
Home
Synaptic Suite
Synaptic Risk and Risk Profiling
Synaptic Risk Rating User Guide
Last Modified on 16/09/2019 3:44 pm BST
Synaptic Risk Rating User Guide.pdf
About this Article
Created: 14/01/2019 2:42 pm GMT
Last updated: 16/09/2019 3:44 pm BST
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