Comparator - Have a Question?

Using Internet Explorer mode provides compatibility with Silverlight while using Microsoft Edge technology, much the same as if a plugin/extension is used. To access Comparator using Microsoft Edge please use the following steps: Firstly, access...

Navigate to Google Chrome and enter https://chrome.google.com/webstore/category/extensions?hl=en-uk into the address bar. This will open extensions within Google Chrome. Search for an extension application called IE Tab.  This allows Silverlight...

If you are unable to find a fund within Comparator, It could be for the following reasons: Parent/Child Toggle It could be that you have selected a child fund, which would not be returned if you have the default parent toggle selected. Change th...

If as part of your client’s criteria, you want to include Unit Trusts / OEICs or Investment Trusts into the feature selection, GIA specific amount becomes mandatory to be filled in. The reason for this is that you have selected Unit Trusts / OEICs o...

Check the amount entered for the Current Tax Year amounts. If this is higher than the current annual allowance either on the single and/or the transfer amounts, Comparator will not return any results. Any amount over the current annual allowance c...

If you are trying to add funds when either in an existing portfolio, or trying to create a new one and getting 'No funds found' you are probably in Inclusions mode. When using Inclusions mode , only funds that you have 'included' w...

In certain parts of Synaptic Comparator, you have the ability to view the factsheets of any funds you are working with. To view a factsheet, click the factsheets icon in the top menu: A new menu will appear: You have up to three op...

To view the reports generated from completed research, click Contacts from the left hand menu. Click on the name of the contact in the Contacts panel, any research done on the client will then show in the Activities panel: ...

Click the Contacts button in the left hand menu: Click on the client you wish to amend, click on the edit button: You will then have access to edit the client details, please note any fields marked with an * are mandato...

Click the Contacts  button in the left hand menu: Click on the contact you wish to delete (you will see the information change to show the details and Activities for that contact), then click the delete button in the top menu: Yo...

To resume a piece of unfinished research, click Contacts from the left hand menu. Click on the name of the contact in the Contacts panel, any research done on the client will then show in the Activities panel: Marks incomplete resea...

If you would like to duplicate a contact within Synaptic Comparator (maybe for a partner who lives at the same address etc..), click on the Contacts button in the left hand menu: Click on the name of the client you wish to duplicate in th...

It is possible to reassign a contact to another adviser in your company. This will permanently move the contact record together with all research from your Synaptic Comparator account to the new advisers account. To reassign a contact, simply find...

It is possible to duplicate a piece of research in Synaptic Comparator to save time when the details are similar. For example, it may be useful to duplicate a piece of research that has similar platform features. To do this, navigate to the contac...

If an initial adviser fee has been set up in Setup area of Comparator and you see it on the Results screen, the report should display the initial adviser fee details under the heading ‘Calculation Assumptions’. This section of the report will de...

Within Comparator Setup , you can set up adviser fees for both on and off platform products. If you have set up adviser fees for only one or the other and then select the other option as the final selection, the adviser fees may not have been taken...

You can do this by setting up a new service level under Contacts and then Service Levels.  Once you have set up the new service level, you can then go back to Adviser Fees and add the initial fee for this service level / group (If you want to h...

For security reasons, Comparator locks the user account for 15 minutes if the password / username combination is entered incorrectly three times in a row. This has been designed to prevent unauthorised access / misuse of any user accounts. You will ...

In order to reassign clients you will need to access the contact sections within Comparator/Illustrator. To do this, click on settings then organisation and users. Once the new page has loaded navigate to the Contacts section. Click the Re-assig...

Comparator does not allow you to request a new password automatically if you have forgotten your login details, so you will have to contact Synaptic Application Support to gain access to your account. Contact the team by email on support@synaptic....

Synaptic Comparator is an innovative online platform comparison service which allows IFAs to drill down into individual platform costs and the services and funds they offer. The award winning software enables IFAs to compare platform charges, and fi...

For any special deals, you will need to contact the provider directly. They will be able to add special deals for your Comparator account.  We at Synaptic cannot add any special deals on behalf of providers.

Check that your browser allows pop-ups from Comparator. Sometimes the pop-up blocker can prevent the final report from loading.

If you right click on any provider logo on Comparator, you can access platform factsheets. This will show all the Y/N features data, as well as policy conditions section for more detailed responses.     ...

The ISA rates are updated in Comparator ready for the beginning of the UK tax year (the 6 th of April) each year.

There could be different reasons for this: The choice of features selected could be such a mix that it excludes all the available platforms The funds selected could be unavailable for the specific wrapper being researched. You can check the un...

Cash account section in investment details will be greyed out until 'Cash Account' feature is selected from the platform features tab on the left hand side. This will then allow you to select from the three options - provider set default option, use...

Cash account in investment details allows the user to add cash in three different ways; default setting determined by the provider, pound amount added by the user or % amount of the total investment. If you have selected to add a pound amount, check...

If you are attempting to generate a comparison or multiple growth rate report and the buttons are missing, this is caused by the zoom setting within your browser. As seen below: You will need to change the zoom setting by navigating to the cog...

If the incorrect currency is showing on your Comparator reports, this is usually caused by the language settings within your browser.  If using Internet Explorer, navigate to Internet Options> Languages: For Language settings within Chrom...