Solution introduction

Financial investment modeller

Investment risk management within the advice process using stochastic projections

Synaptic Modeller forms part of the Synaptic Research Suite for professional advisers, assisting in financial planning, risk analysis and reporting.

Any advisory firm looking to control risk within their investment recommendation processes should consider the several key differentiators that are offered within this module:

  • Contains Moody’s Analytics stochastic engine –projects multiple investment outcomes to create a probability based model
  • Provides access to a fully integrated Attitude to Risk Questionnaire
  • Is fully integrated within the Synaptic Research Suite with access to the portfolio management system. Allows research to be undertaken using data relating to actual holdings as well as notional investments

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