Articles
Why do I need to complete a new Attitude to Risk Questionnaire after the update?
A new Attitude to Risk Questionnaire will need to be completed before it can be used on an Illustration. Changes to the latest Investment Strategy requires you to set a new default risk rating for your client. All previous default risk ratings have ...
What does Risk Explorer do?
Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the suitabi...
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 here...
How are the Risk Ratings calculated?
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...
How do I access Risk Explorer if I already use Salesforce?
The application is available on the Salesforce App Store and can be downloaded for immediate use. Creating a Trial - Existing Salesforce Customers ...
Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?
The 'Use the Client's Default Attitude to Risk' button is greyed out if the Client's attitude to risk questionnaire has not been completed and set to default. Navigate to the client and either complete an attitude to risk questionnaire manually or ...
What is the difference between Illustration Settings and a 'What If' scenario?
Illustration Settings is used to update the details of your Illustration. Updating this information will amend the original details of the illustration. The 'What If' area allows you to create an alternative scenario that will sit alongside your or...
Can I use the software on a mobile/tablet?
Yes - see article Supported Browsers and Devices for Lightning Experience. ...
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. ...
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, w...
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 b...
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. ...
Can we update the text on the Attitude to Risk Questionnaire when sending to a client?
Within Configuration , under your Company Settings Risk Questionnaire Message , you can enter additional text which will appear alongside the standard email information when sending an Attitude to Risk Questionnaire to a client to...
Can I view the scoring method for the Attitude to Risk Questionnaire?
Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers . ...
What Attitude to Risk Questionnaires are available?
The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.
How do the Asset Allocations align to the Attitude to Risk Questionnaire?
Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.
Can I send an Attitude to Risk Questionnaire to the client to complete?
Yes - You can find the 'Send to Client to Complete' button at the top right of an Attitude to Risk Questionnaire screen . This will send an email to the client, where they can complete the questionnaire in their own time and send it back int...
How can I tell when a client has completed an Attitude to Risk Questionnaire?
You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record. ...
Can I duplicate an illustration?
Yes - you will find an option to 'Duplicate Illustration' at the top right in the Illustration screen.
Can I have multiple illustrations open at one time?
Multiple tasks will appear as separate tabs on the navigation bar. This allows you to park one task, while using other areas of the system and then return to your task. ...
Will you be able to setup an end goal for a client at beginning of journey?
Complete the illustration journey for your client , when you reach the Results screen you can edit the details to specify a Target Amount and solve to an initial or regular contribution in the Advanced Options tab. ...
Why can't I see withdrawals and contributions in the graph?
If your client has invested a large initial lump sum with smaller contributions and withdrawals, it may appear as if the contributions and withdrawals are not appearing in the graph. They are included, but may appear small - as seen below: ...
How do I remove the target amount red line from the graph?
When within the Advanced Options screen of an Illustration, there is a Target Field at the top left of the graph. Entering a Target amount here will add a red target line within the graph, as seen below: This field can also be populated when us...
Why is the Portfolio Fact sheet 'view' button greyed out in the Compliance Details tab?
The 'View'button is greyed out if you have selected a portfolio from our Discretionary Fund Managers, Multi-Assets &Insurance Distribution Directives. A fact sheet will not be available. Only Model & Bespoke Portfolios you have created will have a ...
How do I include inflation in an Illustration?
Inflation can be viewed under the Results + Inflation or the Results + Costs & Inflation tabs: To apply Inflation to the research, click into the Advanced Options tab of an illustration. You can either enable the impact of inflation to change t...
When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?
Ensure you have setup your Attitude to Risk Questionnaire correctly. Check the steps within the article Setup - Attitude to Risk Questionnaire . The 'Default Web Address' field may not have been completed in the setup process. ...
My Synaptic Pathways screen doesn't look right - How can I resolve this?
If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What brow...
Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?
The average retirement age is 65 years and the gender-neutral forecast life expectancy is 84 years. This equals a 19 year term. These inputs can be changed, for example retiring at 67years, equals a 17-year term.