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How do I add and amend client details?

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

To add and amend client details you must navigate to the client details screen, select the client tab from the menu at the top of the page. From the client tab, you can create new client details, input holdings, and income information. Once thes...
How do I select a client when clicking into Analyser?

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

After logging in and selecting Analyser, you will be prompted to select a client Synaptic Analyser uses client details throughout the journey. Before using Analyser it is mandatory to select or create a client. If your client details are already...
How is the tax calculated in Analyser?

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

Analyser looks at all taxable income that is being received as a gross figure for each tax year. This total is then cross referenced against the relevant tax table (either Scottish or non-Scottish), this then tells the system how much tax to apply ...
Why is Other Income mandatory when selecting ‘Phased’?

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

An other income has to be added, as this will be the income the client lives on during the phased period.
Within the Plans area, why is there only one Phased option when I can choose UFPLS or PCLS separately?

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

When selecting ‘Phased Drawdown’ there is a screen within the Step-by-Step process that allows you to compare PCLS and UFPLS, allowing you select the best option for you client.
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...
Why am I unable to run a Phased Drawdown scenario directly through the Results screen?

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

Phased Drawdown has been added as another step to complete in the step-by-step process, giving you a workable results screen for the first phase of drawdown. Dependent on how you complete the details in the first phase, this will dictate how the res...
What is Synaptic Analyser?

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

Synaptic Analyser is the new retirement income analysis and Drawdown product comparison system utilising Synaptic Software’s digital expertise. It provides the ability to model multiple income scenarios, including sources of income such as Property...
Reports

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

From the results screen there are two reports that can be accessed. The comparison report will report the results grid for the scenario and display the inputs. The final report produces a report where individual components can be included or exclu...
Product Comparison Results Screen

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

When you are ready to progress to the results screen with your selected portfolio, then select the continue button which can be found in the summary box at the top of the page. This shows how many providers are available for comparison given the ...