Popular Articles | Page 5 | Synaptic Suit Software Knowledgebase

Synaptic Analyser User Guide

Last Updated: 09/10/2019 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

Synaptic Analyser User Guide.pdf
Setting the Default Attitude to Risk

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

The client's default attitude to risk can be recorded when you add the client to Modeller, however this is not a mandatory area. The default attitude to risk can be used with the client's goals, or a different attitude to risk can be allocated to e...
Can I quote joint life insurance on Webline, which pays out on second death?

Last Updated: 23/04/2020 in Synaptic Webline Webline - Have a Question?

You can quote on joint life on a last survivor basis for a whole of life policy. When you have filled in client A and client B details, you need to select the 'cover basis' to be 'joint last survivor' as shown in the screen shot below. The dropdown...
Can I change a users details and password?

Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings

You can view your user details and change your password by going to the home page and clicking on your name in the menu bar. You can then change your password by using the Change your password link in the menu bar of the account-details page. You ...
Setting up service levels and adviser fees

Last Updated: 24/05/2018 in Synaptic Suite Synaptic Comparator Comparator - Account Settings

This video will take you through setting up your servicing propositions and adviser fees. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not s...
How do I create a Portfolio?

Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

A portfolio is simply a manual fund list for which you have defined holdings – e.g. that 20% of the client’s money is invested in fund A, 30% in fund B, and 50% in fund C. You set these values using the Portfolio link on the menu bar. This...
How do I use the work space for modelling new scenarios?

Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller 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...
Finding an Existing Client

Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Getting Started

If a client has already been saved in Modeller, they can be retrieved using the Search Clients field below the main tabs bar. Start by typing in the forename or surname of the client who needs to be found: The clients that match your sear...
How are the asset allocations updated?

Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?

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 restricted ...
How is the alpha vs. beta graph calculated?

Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The alpha vs. beta graph shows a plot of a fund’s alpha (on the X axis) versus its beta (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as in the example illustrated by the screenshot below: Hig...