Articles
Synaptic Pathways - Attitude to Risk Questionnaire
Your browser does not support HTML5 video. Creating an Attitude to Risk Questionnaire to send to the client, how to complete the Attitude to Risk Questionnaire on behalf of your client & setting manually. In the Oct 2023 update the Capacity fo...
Synaptic Pathways - Risk Illustration Details
Your browser does not support HTML5 video. How to create an Illustration and complete Illustration details. This includes Investment Details, Portfolio, Charges and Fees & the Capacity for Loss Questionnaire. ...
Synaptic Pathways - Illustration Outcome
Your browser does not support HTML5 video. How to navigate the Outcome screen within a Synaptic Pathways Risk Illustration ...
Synaptic Pathways - Risk Illustration Advanced Options
Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...
Synaptic Pathways - Risk Illustration Report
Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
Synaptic Pathways - How to reset a users password
Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...