Modeller - Getting Started

Synaptic Modeller User Guide.pdf

Synaptic Modeller is an investment planning tool designed to help you fulfil compliance obligations by assessing your client's attitude to investment risk and enable you to recommend a suitable and tailored solution for them. Synaptic Modeller is d...

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 ...

All research conducted on Modeller has to be client specific. If after searching, a client is not there, they will need to be added. To add a new client, select Add new client  from the top left hand corner of the Modeller homepage: The screen ...

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 search ...

The client's default attitude to risk can be recorded when you add the client to Modeller, however this is not a mandatory area. The default attitude to risk can be used with the client's goals, or a different attitude to risk can be allocated to e...

You can also produce a report for your client’s Attitude to Risk by selecting the Report button as indicated below.  The report will display your client’s chosen answers to the risk questionnaire and explain what the questionnaire indicates...

Modeller allows you to add client holdings in the holdings area and allows these holdings to be allocated to goals which the client may have. Note that it is only possible to allocate a complete holding towards a desired goal. There are two ways to...

To start a modelling session, you need to record an accumulation goal for your client. To record a new goal, you have the option of either using the New Action button (as shown below) at the top of the screen or clicking on the Accumulation Goal ...

Once a goal has been added and modelled it can be located at a later date by finding the client and clicking on Goals within the client’s record: Once this has been clicked, a list of all the Goals recorded for this client will be displayed: ...

Start a goal review by selecting the magnifying glass symbol at the end of the goal you wish to review. You can then work your way through the different steps available for reviewing the client’s goal. Goal Details area allows you to only ...

There will be a number of questions to answer before being able to produce the report, it can include a manual ATR reason and a closing statement if required: Once done, use the Next button to produce the report: The report opens in a sepa...