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Changes to the latest Investment Strategy requires you to complete a new Attitude to Risk Questionnaire for your client. A field has been added to show the client's Previous Risk Rating, as seen below: ...

If you wish to enter the funds manually, select “Manual Fund List” from the dropdown menu and then click the add  button to open the fund search screen where you can add funds individually or select existing portfolios or fund panels to add in bulk...

If you select the Manual Asset Class List  option, as shown below: The following screens will allow you to add  in Asset Classes. Select from the list of asset classes configured in the system as shown below: Then add in the perc...

Plans, Assets and Accounts form the building blocks for SIPPs. In order to input a SIPP as a holding you need to add a SIPP and then add the Plans, Assets or Accounts as part of that SIPP. To add a SIPP click on the Add button on following screen...

You can input a Platform as a holding. It works in the same way that SIPPs do in the sense that it is made from Plans, Assets and Accounts but also SIPPs. To add a platform, you would click on the Add button on following screen: Input the ...

Once you have finished entering holdings it is possible to access the data in report form which can be used to give to the client. You can produce an individual report for any holding by clicking on the report icon in the holdings screen as shown be...

You have the ability to create Accumulation Goals for a client, this is for use within Modeller which is an Investment Planning and Risk Profiling tool. For full details regarding Modeller please refer to the Synaptic Modeller User Guide. The ...