Popular Articles

31. Modelling a Goal Based Scenario

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    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 ...

32. What is the capacity for loss figure? How can these be determined?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    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 tolerance for loss is ...

33. Adding a New Client

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    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 ...

34. How do I add a Self Invested Personal Pension (SIPP)?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    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...

35. Synaptic Analyser Quick Start Guide

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Getting Started
    Synaptic Analyser - Quick Start Guide All information contained within this guide is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...

36. Synaptic Suite Product User Guide

    Last Updated: 09/10/2019 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    Synaptic Suite Product User Guide.pdf

37. Synaptic Risk Rating User Guide

    Last Updated: 16/09/2019 in Synaptic Suite Synaptic Risk and Risk Profiling
    Synaptic Risk Rating User Guide.pdf

38. Application Tabs

    Last Updated: 11/02/2020 in Synaptic Suite Synaptic Client Client - Getting Started
    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 ...

39.  Setting up contacts

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    This video will take you through setting up contacts and adding your clients family asset information. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your brows...

40. Synaptic Modeller User Guide

    Last Updated: 09/10/2019 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    Synaptic Modeller User Guide.pdf

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