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Click the Contacts button in the left hand menu: Click on the contact you wish to delete (you will see the information change to show the details and Activities for that contact), then click the delete button in the top menu: ...
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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...
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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 sc...
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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...
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Synaptic Analyser - Quick Start Guide All information contained within this guide is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...
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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...
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Synaptic Suite Product User Guide.pdf
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To view the critical illness coverage table on Webline, navigate to ‘info’ on the top navigation bar and click on ‘Critical Illness Coverage Table’. This will open the table in a new tab. Please note the table is inten...
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Synaptic Modeller User Guide.pdf
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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...