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See below for key areas of Synaptic Pathways Contact page:
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In the Risk Categories area, you are able to view each risk category, with the minimum score, description & asset allocation. Default Risk Set can be changed in the drop down: See also: How do I change the Risk Set from 1-10 to 1-5 or vice...
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This article is a continuation of Ex-Post Reviews - Client Check-In In the Report area, you will find the proposal details on the left side of the screen. The body of the report can be viewed on the right side of the screen: ...
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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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This article is a continuation of Income Analysis - Add Goal Details The Plans screen is where you can include Phased Drawdown (if applicable) manage plans, which includes plan specific investment strategies, growth rates, projected values an...
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This article is a continuation of Income Analysis - Advanced Options - Choosing your selected scenario View the report through the View Report button at the top right of the results screen or click into the Report tab: The report will...
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Create In-House Discretionary portfolios under the Portfolio Builder tab. Click into the Portfolio Builder tab and select New or use the drop down arrow to create a New Portfolio: Click In-House Discretionary and Next: Complete...
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The compliance tab can be found within your model and bespoke portfolios. Click on Portfolio Builder in the toolbar or use the search box at the top of the screen to find your portfolio: Click into the portfolio: Compliance can be found i...
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The Synaptic Risk Ratings are derived directly from the output from the Moody’s Analytics stochastic engine, the Economic Scenario Generator. The metrics published are based on a quarterly updated mathematical simulation where thousands of s...
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Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...