Popular Articles

  1. Client Attitude to Risk Report

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    You can also produce a report for your client’s Attitude to Risk by selecting the Report button as indicated below.  The report will display your client’s chosen answers to the risk questionnaire and explain what the questionnaire indicates...

  2.  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...

  3. Add a new user in Webline

    Last Updated: 02/04/2020 in Synaptic Webline Webline Account Settings
    To add a new user to your Webline account, you must be setup as a Vendor Administrator. Start by logging into Webline. Click into 'Users' in the main menu, then 'Add New User'. Complete the details of the new user, a password and select a logo...

  4. 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...

  5. 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 ...

  6. Synaptic Analyser User Guide

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

  7. 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...

  8. 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 ...

  9. 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...

  10. 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...
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