-
You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a new ...
-
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 ma...
-
Your browser does not support HTML5 video. How to navigate the Outcome screen within a Synaptic Pathways Risk Illustration ...
-
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. ...
-
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...
-
Last Updated: 02/11/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release Digital capacity for loss questionnaire Network Edition: ability to record firm level special deals ...
-
If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What brow...
-
Salesforce offers Trailhead as a fun interactive way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is free to use and can b...
-
Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find your answer online. ...
-
Yes - see article Supported Browsers and Devices for Lightning Experience. ...