Synaptic Risk – Using your client’s Attitude to Risk to select a Portfolio or Fund

Learn how to manually set your client’s Attitude to Risk after completing the paper questionnaire, use this to select a fund/portfolio within the Risk Rating area of the suite.

We want to make sure you get the most from your Synaptic suite of products. So, we’ve created short videos to show you handy tricks you might not have known you could do with Synaptic Suite.

Call us on 0800 783 4477 now to find out what else you can do with Synaptic Suite.