Updated Articles

  1.  Setting up contacts

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    This video will take you through setting up contacts and adding your clients family asset information. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your brows...

  2.  Introduction to provider special deals

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    This video will explain how to setup your special deals with Providers. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not support HTML5 video...

  3.  Introduction to organisation structure

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    This video will take you through your licence details, creating new users and settings All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not supp...

  4. 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 ...

  5. How do I create a policy report?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    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...

  6. 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 ...

  7. How do I add a Self Invested Personal Pension (SIPP)?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    Plans, Assets and Accounts form the building blocks for SIPPs. In order to input a SIPP as a holding you need to add a SIPP and then add the Plans, Assets or Accounts as part of that SIPP. To add a SIPP click on the Add button on following screen...

  8. 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...

  9. 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...

  10. Creating Holdings

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Getting Started
    It is possible for you to record against a client their current arrangements, we use the generic term “Holdings” to describe these. There are 5 types of Holdings: Platforms SIPPs Plans Assets Accounts This guide will go through them in rever...
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