Comparator - Have a Question?

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Why is the Parmenion & Praemium platform being excluded from my Comparator research when I select funds?
The platforms invest in portfolios which are not available in our fund feed from FE fund info, so we are unable to link the portfolios to the platform.  You can either opt to build the portfolios manually using the component underlying funds o...
Why is the Parmenion platform for passive investments only?
As the platform invests in portfolios which are not available in our fund feed from FE fund info, we are unable to link the portfolios to the platform.  The additional charges that apply to active investments such as the DFM and switch charge c...
Can’t find a fund?
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...
I am doing ISA research and have to specify GIA amount – why is this?
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 / O...
I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?
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...
Why are no funds found when trying to create a portfolio?
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 '...
How to generate Fund factsheets
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...
How to view previously completed research / reports
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: ...
How to edit a contact in Synaptic Comparator
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...
How to delete a contact in Synaptic Comparator?
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: ...
How to resume unfinished research?
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...
How to duplicate a contact in Synaptic Comparator?
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...
How To Reassign A Contact In Synaptic Comparator?
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...
How To Duplicate Piece Of Research?
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...
Where can I see the initial adviser fees on a client report?
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 re...
I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?
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...
How do I set a flat rate of £1000 initial fee for an adviser?
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...
I have tried logging in and now the site says I am logged out – why is this?
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 ...
Can I reassign clients to another user?
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...
Forgotten password?
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 uses Silverlight – what are the plans on developing the product with regards to Silverlight?
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...
I have a special deal with a provider, how do I add these to Comparator?
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.
I have completed the research, but the final report is not loading – why is this?
Check that your browser allows pop-ups from Comparator. Sometimes the pop-up blocker can prevent the final report from loading.
Where can I find platform factsheets?
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.     ...
When are ISA rates updated for Comparator?
The ISA rates are updated in Comparator ready for the beginning of the UK tax year (the 6 th of April) each year.
I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?
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...
Why is cash account under investment details greyed out?
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 opt...
Why do I get an error message when adding cash account feature?
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...
Why doesn't Old Mutual appear on the results when cash account is selected?
Old Mutual Wealth has advised that they do not currently support cash account functionality at platform level. This means that if the cash account feature is selected, Old Mutual will not feature in the 'Results' screen.
My report buttons are missing - why is this?
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...
Comparator Report is showing dollar and pound signs - Why is this?
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 with...