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Go to Synaptic Risk Explorer | Synaptic Software Log into Synaptic Risk Explorer through the link on the right of the screen: This will take you to the Salesforce login screen: ...
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The logo file you have uploaded is too large. You will need to update the logo size to approximately 150x150 (this will depend on the size/shape of the logo)
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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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Synaptic Risk Profiles are now available as content integration within ATEB Suitability Report Writing Software. The risk profile definitions and descriptions (1-5 and 1-10) as well as introductory text will be available to enable and select when...
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As an Administrator, you are responsible for resetting users passwords in Risk Explorer. If you are not an administrator, you will not have the permission to do this. If you are an administrator and require and password reset, see article Adm...
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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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If you have had your password reset and cannot bypass the security question, we will need to resolve this for you. Contact our Application Support Team on 0808 164 5463 Option 1 or email Support@synaptic.co.uk ...
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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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If you are an Administrator and you require a password reset, you will need to contact our Application Support Team on 0808 164 5463 Option 1 or email Support@synaptic.co.uk to do this for you. If you are an Administrator and a user requires a pa...
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To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that th...