Synaptic Analyser

Tuesday 18th August 2020 2:00pm

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.