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You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a new ...
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This article is a continuation of article Illustrations - Pathway Selection In the Charges & Fees screen, you can either enter specific charges or use a total solution cost. If using specific charges, click enable and enter the charge inform...
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If you have completed the questionnaire with your client and would like to complete the questions manually, follow the steps below: Create a new contact or find an existing contact record. In this example, I will search for a contact called ...
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To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create a...
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This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client & Sending an Attitude to Risk Questionnaire to your client to complete Once an Attitude to Risk Questionnaire has been reviewed a...
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Go to Synaptic | Powerful Software for Advisers Log into Synaptic Pathways through the Login link on the right of the screen: This will take you to the Salesforce login screen: ...
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Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...
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Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...