Popular Articles

31. 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 ...

32. 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...

33. Synaptic Risk Rating User Guide

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

34. 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

35. 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 ...

36. Logging into Webline through the Synaptic Suite

    Last Updated: 05/02/2025 in Synaptic Webline Webline Protection
    Webline can be accessed via the Synaptic Software Limited website.  Go to www.synaptic.co.uk . Click Login in the top right side of the webpage and select Synaptic Suite. Click on Synaptic. This will take you to the Synaptic login page as ...

37. 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...

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. 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. ...

40. 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

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