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Costs and charges that have been returned in Pathways using our calculations engine cannot be derived by adding the sum of provider brochure published charges. The calculations engine is more complex and utilises many different factors to provide ...
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List Views can be configured within Synaptic Pathways. In this article, we will take you through cloning an existing view & creating multiple views to show the information you require. All list views default to recently viewed records. Creating ...
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If you notice values are zero within the Costs & Charges tab of an Ex-Post review, this could be related to the product you have selected in the holding. Synaptic Pathways allows you to add generic/custom holdings. If you have selected a custom ...
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With the Ex-post review screen, the percentage cost is calculated from the monetary (£) figure. The monetary figures are calculated using the balance of the product and any growth on the balance. The percentage derived from this monetary figure ...
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Downloadable Synaptic Attitude to Risk Profiler for 1-10 with Capacity for Loss questions. Synaptic Attitude to Risk Profiler 1-10 with Capacity for Loss ...
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Downloadable Synaptic Attitude to Risk Profiler for 1-5 with Capacity for Loss questions. Synaptic Attitude to Risk Profiler - 1-5 with Capacity for Loss ...
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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 r...
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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 hav...
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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 ...
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The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics. ...