Training Videos

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Synaptic Top Tips

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Embedded thumbnail for Client Module – Adding a Portfolio into a Holding

Save time by easily pulling funds from a portfolio in Portfolio Builder into a client’s holding instead of adding them one-by-one.

Embedded thumbnail for Synaptic Comparator – Pulling values into the Critical Yield Calculator

Easily compare growth rates of plans against each other.

Embedded thumbnail for Synaptic Risk - Attitude to Risk Questionnaire

Automatically calculate your client's attitude to risk and generate a report in seconds. 

Embedded thumbnail for Synaptic Risk - Paper Attitude to Risk Questionnaire

Quickly download, print and complete the Attitude to Risk Profiler with your client and tally up their risk rating with the Attitude to Risk Scoring Method.

Embedded thumbnail for Synaptic Risk – Using your client’s Attitude to Risk to select a Portfolio or Fund

Learn how to manually set your client’s Attitude to Risk after completing the paper questionnaire, use this to select a fund/portfolio within the Risk Rating area of the suite.

Embedded thumbnail for Synaptic Webline - Critical Illness Table

Use the Critical Illness table in Webline to check which providers cover specific conditions and any notes the provider has supplied.

Embedded thumbnail for Synaptic Webline - Quick Commission

Make rapid commission term amendments on a quote-by-quote basis within the quote form. 

Embedded thumbnail for Synaptic Product & Fund Research – Ethical Fact Find

Tailor your client’s specific needs using the Ethical Fact Find within Synaptic Product & Fund Research. Select funds according to what they want to support or avoid.

Synaptic Suite

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Embedded thumbnail for Synaptic Suite - Creating Holdings

This video will explain all holding types, creating platforms, plans and generating policy reports.

Embedded thumbnail for Synaptic Suite - Creating Clients and ATR Questionnaire

This video will take you through creating client records and completing the attitude to risk questionnaire.

Synaptic Product & Fund

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Embedded thumbnail for Synaptic Research - Quickfind Box Contract Tab

This video will take you through the Contract tab under the Quickfind box within Synaptic Research.

Embedded thumbnail for Synaptic Research - Quickfind Box Company Tab

This video will take you through the Company tab under the Quickfind box within Synaptic Research.

Embedded thumbnail for Synaptic Research - Quickfind Box Fund Tab

This video will take you through the fund tab within the Quickfind box. This also covers fund factsheets.

Embedded thumbnail for Synaptic Research - Quickfind Box Client Tab

This video will take you through the Client tab within the Quickfind box. This also covers fund factsheets

Embedded thumbnail for Synaptic Research - ISA Scenario

This video will take you through an ISA scenario. It will cover filtering contracts based on essential features, ranking on desirable features and creating a report.

Embedded thumbnail for Synaptic Product & Fund Research – Ethical Fact Find

Taylor your client’s specific needs using the Ethical Fact Find within Synaptic Product & Fund Research.

Synaptic Comparator

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Embedded thumbnail for Getting started with Cost and Charges Calculator

This video will take you through the costs and charges calculator.

Embedded thumbnail for Getting started with Critical Yield Calculator

This video will take you through the critical yield calculator, which allows you to calculate the critical yield and hurdle rate of a new plan.

Embedded thumbnail for Getting started with Maturity Value Calculator

This video will take you through the Maturity values calculator, which will allow you to bring all illustrations growth rates up in line with each other, if they have different rates

Embedded thumbnail for Getting started with Projection Calculator

This video will take you through the Projection calculator, which will allow you to calculate maturity values when they have not been supplied

Embedded thumbnail for Introduction to Organisation Structure

This video will take you through your licence details, creating new users and settings.

Embedded thumbnail for Introduction to Provider Special Deals

This video will explain how to setup your special deals with Providers.

Embedded thumbnail for Setting up Contacts

This video will take you through setting up contacts and adding your clients family asset information.

Embedded thumbnail for Introduction to Fund Panels and Portfolio Builder

This video will take you through setting up your fund panel and creating portfolios within Portfolio Builder

Embedded thumbnail for Setting up Assets, Panels and Reports

This video will take you through setting up your assets under management information and panel management details.

Embedded thumbnail for Setting up Service Levels and Adviser Fees

This video will take you through setting up your servicing propositions and adviser fees.

Synaptic Modeller

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Embedded thumbnail for Risk Profiling and Fund Selection Video

This video will show you risk profiling and fund selection.

Synaptic Analyser

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Embedded thumbnail for Completing Income Analysis through the Results Screen

This video will take you through completing income analysis through the results screen.

Embedded thumbnail for Income Analysis

This video will take you through the full income analysis process, allowing you to build a comprehensive view of your client’s income requirements step-by-step.

Embedded thumbnail for Other Income

This video will take you through adding income sources within the client module.

Embedded thumbnail for Product Comparison

This video will take you through comparing products within the Product Comparison screen.

Synaptic Client Care

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Embedded thumbnail for CCD Contract Enquiry Valuations – Manual Import

This video will show you how to import into Synaptic Client Care Desktop via a template spreadsheet, valuations where the product provider does not offer contract enquiry.

Embedded thumbnail for CCD Contract Enquiry Valuations – Running Contract Enquiry
This video will show you how to run contract enquiry from within Synaptic Client Care Desktop and how to map incoming contract enquiries to clients, policies and the FE price.
Embedded thumbnail for CCD Contract Enquiry Valuations – Scheduled Valuations

This video will show you how to set up and run scheduled client valuations via the contract enquiry facility within Synaptic Client Care Desktop.

Embedded thumbnail for CCD Contract Enquiry Valuations – Transact

This video will show you how to run the bulk Transact valuation contract enquiry within Synaptic Client Care Desktop.

Embedded thumbnail for CCD Marketing - Group Email

This video will show you how to prepare and send an email communication to a set of customers.

Synaptic Webline

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Embedded thumbnail for Synaptic Webline E-Apply - Creating Quotes

This video will show you how to select a product type, complete the basic client details and generate comparison quo

Embedded thumbnail for Synaptic Webline E-Apply - Applying Electronically

This video will show you how to identify a quote, complete further client details, produce a personalised illustrati

Embedded thumbnail for Synaptic Webline E-Apply - Retrieving a quote using a client surname

This video will show you how to retrieve a personalised illustration using the clients surname and then apply via th

Embedded thumbnail for Synaptic Webline E-Apply – Retrieving a quote using a quote reference

This video will show you how to retrieve a personalised illustration using the quote reference and then apply via th