Popular Articles

61. How do the calculations work in Modeller?

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

62.  Getting started with projection calculator

    Last Updated: 17/05/2017 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
    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. ...

63. How do I add a Platform?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    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 ...

64. Creating New Clients

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

65. Using the same account on multiple computers

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

66. I cannot find a specific fund in Modeller – why is this?

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

67. How do I add funds to a Manual Fund List?

    Last Updated: 12/02/2020 in Synaptic Suite Synaptic Client Client - Have a Question?
    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...

68. Custom Asset Types

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Getting Started
    From here you can have a ‘read only’ view of the custom asset types created at your organisation or inherited from your parent organisation. An asset type must exist before you can create an asset of this type for a client. You need to be an ‘Adm...

69. How do I rebalance portfolios?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    Click on rebalancing and you will be presented with a screen that allows you to choose the holdings to be rebalanced. You can select one or several holdings to be rebalanced. You can also change the order of the holding by dragging and dropping the ...

70. How do I create a policy report?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    Once you have finished entering holdings it is possible to access the data in report form which can be used to give to the client. You can produce an individual report for any holding by clicking on the report icon in the holdings screen as shown be...

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