Articles
Synaptic Pathways Modules Overview
Entry Pack Salesforce Licence Contacts Holdings Attitude to Risk Questionnaire Portfolio Builder Asset Allocation Synaptic Risk Ratings Investment Pathways Central Investment Proposition Moody’s Analytics Launch Product & Fund, Webli...
Creating a Trial - New Customers
This article is for new Salesforce users. If you are an existing Salesforce user, see article - Creating a Trial - Existing Salesforce Customers You can create a new trial through our website. Go to www.synaptic.co.uk/trial Enter details you ...
Setup - Attitude to Risk Questionnaire
To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that the cli...
Creating a Trial - Existing Salesforce Customers
Your administrator will need to manage the package installation into Salesforce. Follow this link to Salesforce guidance on Installing Packages . Please note - we do not require passwords for installations and always recommend installing on sandbox...
How much is Synaptic Pathways?
The application starts at £50 per user per month (discounts available for non-profits ) . You can access the application on the Salesforce App Store . Fo r more inform a tion please contact our team on hel...
Can I have a trial version?
A 30-day trial is available on the Salesforce App Store . The trial can be converted to a standard licence at the end of the trial to provide full access to the Synaptic Pathways application. R esearch entered into Synaptic Pathway...