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Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
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Last Updated: 02/02/2024
in Synaptic Pathways Welcome! Trial
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...
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Last Updated: 02/02/2024
in Synaptic Pathways Welcome! Trial
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...
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Last Updated: 02/02/2024
in Synaptic Pathways Welcome! Trial
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...
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Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
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Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
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A2Risk Adviser Guide
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Your browser does not support HTML5 video. How to edit a Synaptic Pathways Risk Illustration using the Advanced Options tab. ...
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Your browser does not support HTML5 video. How to view Discretionary Fund Managers, Insurance Distribution Directives, Multi-Assets, Model and Bespoke Portfolios within the Investment Pathways area ...
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Your browser does not support HTML5 video. ...