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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 an atti...
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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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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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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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See below for key areas on the Synaptic Pathways Homepage: ...
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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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Holdings can be found within a Contact record. Create a New Contact or load an existing record: This will open the contact record. Click into the Holdings tab and click New under the Off-Platform Holdings area: Enter the details of t...
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See below for key areas of Synaptic Pathways Contact page:
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Create a new contact by navigating to Contact in the top toolbar: Select the drop down arrow to create a new contact: Complete the details of your client: When entering the birthdate, start by selecting the year, month and ...
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See below for key areas on the Synaptic Pathways Homepage: ...