Updated Articles

  1. Setting Attitude to Risk Manually

    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 attitude to ri...
  2. Creating an Attitude to Risk Questionnaire on behalf of your client

    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 ‘Te...
  3. Creating a new Accumulation Attitude to Risk Questionnaire

    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 ne...
  4. What Support is available?

    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 your answer online...
  5. What Training is available on Salesforce?

    Salesforce offers  Trailhead  as a  fun interactive  way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is free to use and  can...
  6. How reliable is the data collected for the Risk Ratings?

    Product Providers supply  their  data and the Risk Ratings are approved before publication. No qualitative overlay is applied to change the risk profile which is calculated solely  based on  projections of the underlying asset allocations.  ...
  7. Do I have to follow a specific workflow?

    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. This allows you to park one task,...
  8. Can I use the software on a mobile/tablet?

    Yes - see article  Supported Browsers and  Devices for Lightning Experience.   ...
  9. What browsers are supported?

    Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site he...
  10. Homepage

    See below for key areas on the Synaptic Pathways Homepage: ...