Updated Articles

  1. My chosen fund’s asset allocations are missing – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    The fund data for Modeller comes from FE Fundinfo (FE) and sometimes funds are missing the asset allocations. There can be various reasons for this, however we can always query any missing asset allocations from FE Fundinfo. If you have a fund which...

  2. My chosen fund is unavailable – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    Your firm’s Synaptic Suite Administrator might have set a restricted list of funds for you to choose from. You can check this by selecting Settings tab from the top ribbon and Fund Universe ; from here you can have a ‘read only’ view of whether y...

  3. I cannot find a specific fund in Modeller – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    In order to search for a fund, start to enter the name of it in the search box. All funds that match what you have typed will appear in the list below for selection. You can also look for funds based on the universe, limited to, sector, promoter an...

  4. I have completed the modelling session, but the final report is not loading – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    Check that your browser allows pop-ups from Modeller. Sometimes the pop-up blocker can prevent the final report from loading.

  5. What do the Modeller graphs tell me?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    The widest point of the graph dictates the “mode” value range i.e. the range in which the most answers fell. The probability of achieving the minimum amount of the target goal decreases as you move up the graph. In the example above, the probabi...

  6. How do I rebalance portfolios?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    Click on rebalancing and you will be presented with a screen that allows you to choose the holdings to be rebalanced. You can select one or several holdings to be rebalanced. You can also change the order of the holding by dragging and dropping the ...

  7. How do I use the work space for modelling new scenarios?

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

  8. How do I add Manual Asset Classes?

    Last Updated: 12/02/2020 in Synaptic Suite Synaptic Client Client - Have a Question?
    If you select the Manual Asset Class List  option, as shown below: The following screens will allow you to add  in Asset Classes. Select from the list of asset classes configured in the system as shown below: Then add in the perc...

  9. 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...

  10. Application Tabs

    Last Updated: 11/02/2020 in Synaptic Suite Synaptic Client Client - Getting Started
    There are 9 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Risk rating -  Risk rated funds and portfolios Modeller  - an investment planning and risk profiling tool. Analyser ...
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