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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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You start a new piece of research by choosing a product type on the software’s Home page. This displays the client-entry screen illustrated by the first screenshot. You can then choose between two types of research: ·...
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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...
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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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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 s...
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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 r...
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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 a...
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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 individua...
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You can model new scenarios for your client by selecting Model New Scenarios from the top right hand corner of the results page. You will be prompted to select a scenario which you would like to model, you can either click on a blank scenario or m...
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Synaptic Software Client User Guide v1.2.pdf