Client - Getting Started

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We have introduced the ability to risk rate your client's holdings within the Synaptic Suite. When within the Holding screen, you can select the button 'Risk Rate Holdings'. This will work through all your client holdings to calculate the risk rati...

Once your holdings have been risk rated, you are able to view this information within the Modeller journey. When adding the holdings to the goal, you can see the risk rating against each holding: Once you have completed the 10k screen, you are ...

Synaptic Software Client User Guide v1.2.pdf

Synaptic Software Client Administration Guide.pdf

All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not support HTML5 video. ...

Your browser does not support HTML5 video. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...

Your browser does not support HTML5 video. Save time by easily pulling funds from a portfolio in Portfolio Builder into a client’s holding instead of adding them one-by-one. ...

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There are 9 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Risk rating -  Risk rated funds and portfolios Modeller  - an investment planning and risk profiling tool. Analyser ...

Those fields marked with a * are the minimum required to complete the process, however if you want to use the client throughout all the applications in the suite then it is recommended that you complete all the Personal Details fields. An e...

Select the ‘Organisations & Users’ drop down menu from the ‘Settings’ tab. By pressing the ‘New’ button and selecting ‘New User Account’ you can easily set up the new users. We use an individual’s email as user name as this normally streamlines ...

The client’s attitude to risk can either be set manually or decided upon by completion of the questionnaire by clicking on the edit button next to the Attitude to Risk field. If a questionnaire has already completed for a client, you c...

It is possible for you to record against a client their current arrangements, we use the generic term “Holdings” to describe these. There are 5 types of Holdings: Platforms SIPPs Plans Assets Accounts This guide will go through them in rever...

From here you can have a ‘read only’ view of the custom asset types created at your organisation or inherited from your parent organisation. An asset type must exist before you can create an asset of this type for a client. You need to be an ‘Adm...

If a client has already been saved in Modeller, they can be retrieved using the Search Clients field below the main tabs bar. Start by typing in the forename or surname of the client who needs to be found: The clients that match your sear...

With the release of Vitality products within Comparator, a Client Status has been added to the Client and Family Asset area, so that a Client's Vitality Status can be set. By setting this it will ensure that the correct charges are being applied in ...