Risk Explorer - Getting Started

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: ...

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

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 ...

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 ‘Test...

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 ris...

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 risk...

This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client & Sending an Attitude to Risk Questionnaire to your client to complete Once an Attitude to Risk Questionnaire has been reviewed and s...

Illustrations are found within the Contact record: ...

As you work through the illustration, you will see a breadcrumb trail at the top of the screen: As you go through the steps, this will add a tick to the area in the breadcrumb trail. You can select any of the previous steps to go back to that s...

To create an illustration for a client, load up the client’s contact record: Click ‘New’ to create a new illustration: Click back into the illustration by clicking on the Illustration name: For information on completing the Ill...

This article is a continuation of - Illustrations - Creating an Illustration Once the Illustration has been created, you can start to complete details of the scenario. Start by selecting the Target Risk Category: Complete the Investment d...

This article is a continuation of - Illustrations - Investment Details In the Pathway Selection screen, you can either Select an Investment Pathway Fund or Portfolio or Use the Clients Default Attitude to Risk. If you would like to use the...

This article is a continuation of article Illustrations - Pathway Selection In the Charges & Fees screen, you can either enter specific charges or use a total solution cost. If using specific charges, click enable and enter the charge informatio...

The Results screen shows the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. For further information on the Results screen, see the following articles: Illustrations -...

The Results + Costs button will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective.  The Results include costs: ...

The Results + Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective.  The Results include Inflation: ...

The Results + Costs & Inflation tab, will display the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective.  The Results include Costs & Inflation: ...

Complete the capacity for loss questions below to audit the discussion around whether committing to an extended term is appropriate for your client. If you would like to add MiFiD compliance supporting notes, add them here: For further infor...

The Suitability tab includes a Suitability Statement & an Efficient Frontier graph: The Suitability Statement includes the minimum appropriate term for the investment horizon, term & risk category: The Efficient Frontier shows how the portfo...

The Compliance Details tab includes the Capacity for Loss Statement , Investment Forecast Details by Year ,  Forecast Fees Summary ,  Risk Summary and Portfolio Factsheet. The Capacity for Loss statement populates based on how question ...

The Report Content tab allows you to amend the Capacity for Loss Supporting Statement , enter a Recommendation Summary  and Target Portfolio Summary. They will pull through to the Report : Capacity for Loss Supporting Statement: R...

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Here you can change details of your illustration scenario for e.g. Investment details & Portfolio. Please note: Changing anything in the Advanced Options tab> Illustration Settings will change your scenario. Use the ‘What If’ area to work through a...

Alternative Outcome is found within the Advanced Options tab of the Results screen. There are multiple alternative outcomes you can compare: Inflation No Fees 'What If' Scenario Sustainable Drawdown Solve Contributions Selecting one of the ...

This article is a continuation of - Illustrations - Edit Outcome - Alternative Outcomes The 'What If' scenario allows you see how an alternative scenario compares against the illustration you've created. Select the 'What If' button within the 'C...

This article is a continuation of article - Illustrations - Edit Outcome - 'What If' Scenario The Sustainable Drawdown filter allows you to see the longevity of the investment, using the following information: Retirement Age Retirement Term (m...

This article is a continuation of article Illustrations - Edit Outcome - Sustainable Drawdown Solve Contributions is found within the Compare Alternative Outcomes area. Selecting the option will open 'Solve Contributions' on the bottom right of t...

Term Matrix is found within the Compare Alternative Outcomes area of an Illustration. You are able to explore the impact of term and risk using the illustration as reference. Select one or more options here and it will add details of the scenario t...

If you would like to change the portfolio or fund for your Illustration, click ‘Change’ Click 'Change' to open the search box: Search for the portfolio/fund and select from the drop down: This will update the portfolio/fund details. You ...

If you have edited any details within the Advanced Options screen, you will need to select 'Yes' or 'No' to the Capacity for Loss statement before continuing to the next step: If you have no answered the Capacity for Loss statement, you wil...