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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 attitude to ri...
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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 ‘Te...
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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 ne...
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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 your answer online...
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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...
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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. ...
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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. This allows you to park one task,...
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Yes - see article Supported Browsers and Devices for Lightning Experience. ...
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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...
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See below for key areas on the Synaptic Pathways Homepage: ...