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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...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Risk Explorer ...
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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 ...
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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. ...
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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...
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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. ...
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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...
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Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
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The application is available on the Salesforce App Store and can be downloaded for immediate use. ...
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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...