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Stochastic projections are used as a way to estimate the probability of future outcomes. These figures are calculated by considering various inputs (namely cash flow and asset allocation) before running 1000 different economic scenarios. This proces...
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This video will take you through the Projection calculator, which will allow you to calculate maturity values when they have not been supplied. Your browser does not support HTML5 video. ...
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You can input a Platform as a holding. It works in the same way that SIPPs do in the sense that it is made from Plans, Assets and Accounts but also SIPPs. To add a platform, you would click on the Add button on following screen: Input the ...
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Those fields marked with a * are the minimum required to complete the process, however if you want to use the client throughout all the applications in the suite then it is recommended that you complete all the Personal Details fields. An e...
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Each user account for Synaptic Research can only be used from one computer at once. If person A logs in using an account, and person B then logs in using the same account, person A will be automatically logged out without warning. There’s a simple ...
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If you wish to enter the funds manually, select “Manual Fund List” from the dropdown menu and then click the add button to open the fund search screen where you can add funds individually or select existing portfolios or fund panels to add in bulk...
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The edit buttons within the summary area are greyed out because if any changes were to be made in the final results, it would affect the details of the first phased period. It is best to fine tune the details within the first phased period first, be...
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In order to search for a fund, start to enter the name of it in the search box. All funds that match what you have typed will appear in the list below for selection. You can also look for funds based on the universe, limited to, sector, promoter an...
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Select the ‘Organisations & Users’ drop down menu from the ‘Settings’ tab. By pressing the ‘New’ button and selecting ‘New User Account’ you can easily set up the new users. We use an individual’s email as user name as this normally streamlines ...
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You can reset your password in Modeller by clicking on your username at the top right hand side of the main navigation ribbon. Select change password from the drop down list. If you cannot remember your password , you can reset your password on the...