Updated Articles

  1. Adding New Users

    To assign licences, you will have to be an admin user Navigate to Setup in the top right of the screen: Type 'users' in quick find box on the top left of the screen. In the Users list, select ‘Users’ If you would like...
  2.  Risk Explorer - How to reset a users password

    Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Risk Explorer ...
  3.  Risk Explorer - Investment Pathways

    Your browser does not support HTML5 video. How to view Discretionary Fund Managers, Insurance Distribution Directives, Multi-Assets, Model and Bespoke Portfolios within the Investment Pathways area ...
  4. Risk Explorer - How to Import Funds and Portfolios

    Your browser does not support HTML5 video. How to import funds into a portfolio, Importing multiple portfolios and how to import and export funds in the Default Fund List. ...
  5. My Risk Explorer screen doesn't look right - How can I resolve this?

    If you are having issues with the view of Risk Explorer, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version.  Risk Explorer is best used on Google Chrome. See article What browser...
  6. When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?

    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. ...
  7. Why is the Portfolio Fact sheet 'view' button greyed out in the Compliance Details tab?

    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...
  8. Where do the Compliance notes in the Attitude to Risk Questionnaire pull through to?

    Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
  9. How do I access Risk Explorer if I already use Salesforce?

    The application is available on the  Salesforce App Store  and can be downloaded for immediate use.   ...
  10. Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?

    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...