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Compliance Notes pull through to the Attitude to Risk Questionnaire Report: ...
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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 have ...
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The Report Content tab allows you to amend the Capacity for Loss Supporting Statement , enter a Recommendation Summary and Target Portfolio Summary. They will pull through to the Report : Capacity for Loss Supporting Statement: R...
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The Compliance Details tab includes the Capacity for Loss Statement , Investment Forecast Details by Year , Forecast Fees Summary , Risk Summary and Portfolio Factsheet. The Capacity for Loss statement populates based on how question ...
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This article is a continuation of Creating a Platform Holding . Once created, add holdings within the Holdings tab: Click New Complete the details of the holding: When complete, Save This will take you to the hold...
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The Results screen shows the forecasted return based on the criteria entered and the overall suitability of the illustration plan to meet the objective. For further information on the Results screen, see the following articles: Illustrations -...
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Illustrations are found within the Contact record: ...
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See below for key areas on the Synaptic Pathways Homepage: ...
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See below for key areas of Synaptic Pathways Contact page: