Synaptic Analyser

Tuesday 5th March 2019
10:30am12:30pm
e-learning

The Synaptic Analyser e-learning session will encourage participants to share insights with peers, this session will focus on the following:

• How to create holdings and income sources within the client module

• Run through an income analysis scenario which includes:

     - Adding a Goal
     - Adding Plans
     - Profiled Income Requirements
     - Adding Other Income
     - Add an Annuity
     - Results Screen
     - Comparing Products
     - Adding a Portfolio
     - Recommending a Product
     - Creating a final report

• Entering your clients’ income requirements directly through the results screen

• Knowing your clients’ income needs and comparing products through the Comparison Screen.

Webinar duration: 2 hours approximately

Fill in the form below to register your interest and a member of our customer services team will be in contact shortly to confirm availability.

Please note: e-learning may be chargeable, depending on your licence type. Our customer services team will confirm applicable charges before booking.