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You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record. ...
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Yes - You can find the 'Send to Client to Complete' button at the top right of an Attitude to Risk Questionnaire screen . This will send an email to the client, where they can complete the questionnaire in their own time and send it back int...
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Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.
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The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.
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Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers . ...
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Within Configuration , under your Company Settings Risk Questionnaire Message , you can enter additional text which will appear alongside the standard email information when sending an Attitude to Risk Questionnaire to a client to...
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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. ...
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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...
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The system provides flexibility to follow workflows such as an Illustration, but also allows you to switch between tasks/area s . Multiple tasks will appear as separate tabs on the navigation bar. This allows you to park one task, w...
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Product Providers supply their data and the Risk Ratings are approved before publication. No qualitative overlay is applied to change the risk profile which is calculated solely based on projections of the underlying asset allocations. ...