Comparator - Account Settings

Articles

Synaptic Comparator Setup Quick Start Guide - Download
Click here to download Synaptic Comparator Setup Quick Start Guide
 Setting up service levels and adviser fees
This video will take you through setting up your servicing propositions and adviser fees. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not s...
 Setting up assets, panel and reports
This video will take you through setting up your assets under management information and panel management details. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...
 Introduction to fund panels and portfolio builder
This video will take you through setting up your fund panel and creating portfolios within Portfolio Builder All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your...
 Setting up contacts
This video will take you through setting up contacts and adding your clients family asset information. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your brows...
 Introduction to provider special deals
This video will explain how to setup your special deals with Providers. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not support HTML5 video...
 Introduction to organisation structure
This video will take you through your licence details, creating new users and settings All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not supp...
Synaptic Comparator Administrator User Guide - Download
Click here to download Synaptic Comparator Administrator User Guide
Portfolio Management
There are two ways to create portfolios, either during research or prior to research. When creating a portfolio prior to doing research, navigate to Setup  and then Portfolio Builder .   To create a new portfolio here, clic...
Panel Management
Select Setup from the menu on the left hand side and then choose Panel Management: You will then see the Panel Management menu: Panel Management  will allow you to remove or enable a previously excluded Platform in y...
Fund Management
Fund Management is used to either exclude funds from the system, or to limit the amount of funds available. To access Fund Management: From the Contacts  screen, click on Setup and then choose Fund Panel : Once in Fund Panel , you...
How to control the branch / sub company panel permissions in Synaptic Comparator
Should you require that your branches / sub companies use your configured panels and charges (and not have the ability to change them), go into Setup  and then to Organisation Structure : The company on the example 'Training&...
How to create users in Synaptic Comparator
Select Setup  from the left hand menu and then Organisation Structure: Your company name will then be displayed on the left hand side, click on the company name and any existing users will appear in the right hand column with the...
Setting up Client & Family Assets Under Administration
To enter Assets Under Administration on a client basis, click on the Contacts button on the left hand menu: Select the client you wish to enter the assets to. Click on the Client & Family Assets button.  You will then need ...
Setting up adviser charges
Select Setup  from the menu on the left hand side and then Adviser Charges: A page to record adviser charges will be displayed.  There are two tabs at the top of the page, one for Platform  and one for Off Platform  pro...