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. Synaptic Software Client User Guide

    Last Updated: 16/08/2023 in Synaptic Suite Synaptic Client Client - Getting Started
    Synaptic Software Client User Guide v1.2.pdf

33. Creating Holdings

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Getting Started
    It is possible for you to record against a client their current arrangements, we use the generic term “Holdings” to describe these. There are 5 types of Holdings: Platforms SIPPs Plans Assets Accounts This guide will go through them in rever...

34. How to conduct research in Synaptic Comparator?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
    All research must be performed against a contact, click on Contacts in the left hand menu. In the Contacts screen, you should by default see a list of available contacts to choose from, click on the name of the person you wish to conduct...

35. 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...

36. Synaptic Risk Rating User Guide

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

37. 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 ...

38.  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...

39. Where can I view the Critical Illness Coverage table?

    Last Updated: 14/05/2021 in Synaptic Webline Webline - Have a Question?
    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 intended to be a guide only and fu...

40. 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. ...

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