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. Manually selecting the contracts to research

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    The section above describes how the grid of contracts can be filtered to remove contracts which don’t meet particular conditions. However, it’s also possible to select manually the contracts which you want to research – either instead of, or as wel...

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. 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...

65. 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...

66. 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...

67. 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 ...

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. 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...

70. How do I start a piece of research?

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    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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