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Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.
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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 having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What...
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The average retirement age is 65 years and the gender-neutral forecast life expectancy is 84 years. This equals a 19 year term. These inputs can be changed, for example retiring at 67years, equals a 17-year term.
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Yes - see article Supported Browsers and Devices for Lightning Experience. ...
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The system provides flexibility to follow workflows such as an Illustration, but also allows you to switch between tasks/area s . Multiple tasks will appear as separate tabs on the navigation bar. ...
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Yes - You can find the 'Send to Client to Complete' button at the top right of an Attitude to Risk Questionnaire screen . This will send an email to the client, where they can complete the questionnaire in their own ti...
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If your client has invested a large initial lump sum with smaller contributions and withdrawals, it may appear as if the contributions and withdrawals are not appearing in the graph. They are included, but may appear small - as seen below: ...
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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...
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Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find y...