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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. ...
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...
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 ...
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...
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 ...
When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?

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...
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...
Adding & Removing Users from the Client Module

Last Updated: 16/09/2019 in Synaptic Suite Synaptic Client Client - Getting Started

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 ...
Can I delete users?

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

User accounts can be deleted by opening the account, and then clicking on the Delete user link in the menu bar. Please note that accounts can be disabled – via the Account Settings section of the user details – as well as deleted. However, this...
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. ...