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How are the asset allocations updated?

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

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 restricted ...
Where can I find the asset allocation graphs in Modeller?

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

The other symbol will either be a black ‘i’ or a warning triangle. Clicking on this will allow you to see the asset allocation of the particular fund in both the raw data supplied by FE and the Synaptic asset classes that the suite uses. Click o...
How is the attitude to risk level determined? What is this based on?

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

The ATR questionnaire is made up of 12 questions and each of these questions has 5 possible answers, ranging from ‘strongly disagree’ to ‘strongly agree’. Clients’ answers are scored between 0 and 4 and the appropriate ATR level is dictated by the o...
How do I delete a duplicate record?

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

You can delete a duplicate client entries by selecting the client and then using the x at the top ribbon to delete the entry as shown below: You will be given a warning prompt to confirm that you really want to delete the client entry. Deleted e...
Is it possible to do joint reports in Modeller?

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

Currently Modeller only allows reporting for one client at a time, so any joint reporting would need to be done on a single client basis initially and then combine the reports outside Modeller. All reports have been designed to be easy to copy and p...
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...
How do I add a cash ISA to holdings?

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

You can add cash ISA into the holding area in two different ways; either as an account or as a plan. Accounts are simply a bank account and are hard coded to be made of cash in terms of the asset class. They will always therefore be valid to be inc...
How can I manually add or update values to holdings?

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

The underlying assets tab on the left hand side navigation under Holdings, is where you can specify what the plan is made of in terms of funds or asset classes and what the current valuation is. Once in Underlying Assets , you have the choice ...
How do I get values for any holdings by using contract enquiry?

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

On the main holdings page you can update contract enquiry for all contracts selected to use contract enquiry at once by clicking the start contract enquiry button in the ribbon bar. If the start contract enquiry button is greyed out, this means ...
I get a warning message when selecting a specific fund – what could be causing this?

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

There may be a number of icons that display next to each fund, if you click on them they will display further information. The “no entry” symbol (red circle with line through) means that the particular fund is missing data that means it will not b...