Popular Articles

61. 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...

62. 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...

63. How do I create an Accumulation Goal?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    You have the ability to create Accumulation Goals for a client, this is for use within Modeller which is an Investment Planning and Risk Profiling tool. For full details regarding Modeller please refer to the Synaptic Modeller User Guide. The ...

64. Help and Support

    Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    The administrator has the availability of the Help  button, as shown in the screen below: There are 3 options in the drop down menu: About  has links to various sites including Synaptic Software Limited and Financial Express. ...

65. 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 ...

66. 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...

67. 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...

68. 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 ...

69. 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...

70. How do I reset my password?

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

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