Modeller - Have a Question?

You can model new scenarios for your client by selecting Model New Scenarios from the top right hand corner of the results page. You will be prompted to select a scenario which you would like to model, you can either click on a blank scenario or m...

Click on rebalancing and you will be presented with a screen that allows you to choose the holdings to be rebalanced. You can select one or several holdings to be rebalanced. You can also change the order of the holding by dragging and dropping the ...

The widest point of the graph dictates the “mode” value range i.e. the range in which the most answers fell. The probability of achieving the minimum amount of the target goal decreases as you move up the graph. In the example above,...

Check that your browser allows pop-ups from Modeller. Sometimes the pop-up blocker can prevent the final report from loading.

In order to search for a fund, start to enter the name of it in the search box. All funds that match what you have typed will appear in the list below for selection. You can also look for funds based on the universe, limited to, sector, promoter an...

Your firm’s Synaptic Suite Administrator might have set a restricted list of funds for you to choose from. You can check this by selecting Settings tab from the top ribbon and Fund Universe ; from here you can have a ‘read only’...

The fund data for Modeller comes from FE Fundinfo (FE) and sometimes funds are missing the asset allocations. There can be various reasons for this, however we can always query any missing asset allocations from FE Fundinfo. If you have a fund which...

There may be a number of icons that display next to each fund, if you click on them they will display further information. The “no entry” symbol (red circle with line through) means that the particular fund is missing data that means i...

On the main holdings page you can update contract enquiry for all contracts selected to use contract enquiry at once by clicking the start contract enquiry button in the ribbon bar. If the start contract enquiry  button is greyed out, this m...

The underlying assets tab on the left hand side navigation under Holdings, is where you can specify what the plan is made of in terms of funds or asset classes and what the current valuation is. Once in Underlying Assets , you have the choice ...

You can add cash ISA into the holding area in two different ways; either as an account or as a plan. Accounts are simply a bank account and are hard coded to be made of cash in terms of the asset class. They will always therefore be valid to be inc...

You can reset your password in Modeller by clicking on your username at the top right hand side of the main navigation ribbon. Select change password from the drop down list. If you cannot remember your password , you can reset your password on the...

Currently Modeller only allows reporting for one client at a time, so any joint reporting would need to be done on a single client basis initially and then combine the reports outside Modeller. All reports have been designed to be easy to copy and p...

You can delete a duplicate client entries by selecting the client and then using the x at the top ribbon to delete the entry as shown below: You will be given a warning prompt to confirm that you really want to delete the client entry. Deleted e...

The ATR questionnaire is made up of 12 questions and each of these questions has 5 possible answers, ranging from ‘strongly disagree’ to ‘strongly agree’. Clients’ answers are scored between 0 and 4 and the appropriate ...

The other symbol will either be a black ‘i’ or a warning triangle. Clicking on this will allow you to see the asset allocation of the particular fund in both the raw data supplied by FE and the Synaptic asset classes that the suite uses....

The default strategic asset allocation (SAA) Modeller uses, was developed for Synaptic Software by Barrie & Hibbert (now part of Moody’s Corporation). Each strategic asset allocation is targeted to achieve the highest possible return but r...

Stochastic projections are used as a way to estimate the probability of future outcomes. These figures are calculated by considering various inputs (namely cash flow and asset allocation) before running 1000 different economic scenarios. This proces...

The minimum, maximum and mean values along with the asset allocation ‘doughnut’ and growth projection graph are displayed in the ‘10k Illustration Screen’ also known as the ATR results screen. This screen is designed to illu...

The 10k Illustration Screen includes boxes to enter the clients Capacity and Tolerance for loss in order to comply with the FCA ruling that an adviser should establish what a client is “willing and able to lose”. A client’s toler...