The Synaptic Modeller e-learning session will encourage participants to share views and insights with peers, this session will focus on the following:
- Adding new clients within the Client module
- Completing the attitude to risk questionnaire
- Adding new holdings
- Creating client goals
- Creating a modeller scenario, using clients existing holdings
- Attitude to risk and Stochastic projection graphs
- Rebalancing client holdings
Webinar duration: 1 hour 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.