Updated Articles

  1. 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...
  2. 'Something has gone wrong' error in Research

    You can receive a 'Something has gone wrong' error for a number of reasons. This can be related to the data inputted. In one example, an error was returned when trying to calculate results in Research. The error occurred due to the initial value o...
  3.  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 ...
  4.  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 ...
  5.  Synaptic Pathways - Risk Illustration Report

    Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
  6. PruFund Growth & Cautious on M&G Wealth

    The versions of PruFund Growth & PruFund Cautious linked to the M&G Wealth platform are the Series F Account. You can search for them in Pathways as shown below using the ‘Search by’ Portfolio and entering text: Prudential PruFund Growth Account ...
  7. Why does the RIY increase with a greater % in cash?

    With the end projection calculations, the cash account growth rate is based on the same rate as the rest of the portfolio so a consistent rate is being applied across all platforms and providers being compared.   However, the RIY calculation on an...
  8. A2Risk Guide

    A2Risk Adviser Guide
  9.  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. ...
  10. Why is RIY different when I enter investment amount and AUM separately, compared to adding both amounts as the investment?

    The Reduction in yield shows what effect the total charges applicable to a wrapper will have on the projected growth rate and is calculated as Reduction in yield = projected growth rate – AER (annual effective rate). For example, if we expect an i...