Updated Articles

  1.  Synaptic Pathways - Contacts

    Your browser does not support HTML5 video. How to create a Contact in Synaptic Pathways ...
  2. 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...
  3. 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...
  4. 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...
  5.  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 ...
  6.  Synaptic Pathways - Risk Illustration Report

    Your browser does not support HTML5 video. How to view a Portfolio Factsheet and Create a Report ...
  7. A2Risk Guide

    A2Risk Adviser Guide
  8.  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. ...
  9.  Synaptic Pathways - Investment Pathways

    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 ...
  10.  Comparison with Ex-ante - Review, Client Check-In and Report

    Your browser does not support HTML5 video. ...