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Illustration Settings is used to update the details of your Illustration. Updating this information will amend the original details of the illustration. The 'What If' area allows you to create an alternative scenario that will sit alongside your or...
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The 'Use the Client's Default Attitude to Risk' button is greyed out if the Client's attitude to risk questionnaire has not been completed and set to default. Navigate to the client and either complete an attitude to risk questionnaire manually or ...
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The application is available on the Salesforce App Store and can be downloaded for immediate use. Creating a Trial - Existing Salesforce Customers ...
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The Synaptic Risk Ratings are derived directly from the output from the Moody’s Analytics stochastic engine, the Economic Scenario Generator. The metrics published are based on a quarterly updated mathematical simulation where thousands of s...
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Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...
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Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the suitabi...
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If you have edited any details within the Advanced Options screen, you will need to select 'Yes' or 'No' to the Capacity for Loss statement before continuing to the next step: If you have no answered the Capacity for Loss statement, you wil...
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If you would like to change the portfolio or fund for your Illustration, click ‘Change’ Click 'Change' to open the search box: Search for the portfolio/fund and select from the drop down: This will update the portfolio/fund details. You ...
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Term Matrix is found within the Compare Alternative Outcomes area of an Illustration. You are able to explore the impact of term and risk using the illustration as reference. Select one or more options here and it will add details of the scenario t...
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This article is a continuation of article Illustrations - Edit Outcome - Sustainable Drawdown Solve Contributions is found within the Compare Alternative Outcomes area. Selecting the option will open 'Solve Contributions' on the bottom right of t...