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Associating your Unipass will allow you to sign in to the suite (without your username and password) and is often mandated for some providers when using Contract enquiry. For the Unipass Certificate you will see the following screens when this opti...
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This guide provides instructions for the setup and use of the electronic contract valuation service via the Synaptic product suite. If you have any questions or wish to enquire about a Contract Enquiry licence, please contact our customer service c...
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Synaptic Comparator User Guide.pdf
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Click here to download Synaptic Comparator Quick Start Guide
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This video will take you through the critical yield calculator, which allows you to calculate the critial yield and hurdle rate of a new plan. Your browser does not support HTML5 video. ...
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Synaptic Modeller is an investment planning tool designed to help you fulfil compliance obligations by assessing your client's attitude to investment risk and enable you to recommend a suitable and tailored solution for them. Synaptic Modeller ...
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Common issues which may occur when logging into Synaptic Product & Fund research Research:- When clicking through to Synaptic Product and Fund Research through the synaptic suite, you receive a error: &n...
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To log into the Synaptic Suite you will need to do the following: Navigate to http://www.synaptic.co.uk/ Scroll down to the login icons, click on 'Synaptic', as seen below: This will open the Synaptic Suite logon page: Enter y...
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The Risk Service is available within the Synaptic Software Suite. Risk Table Free access to online, searchable and downloadable table of risk rated funds and portfolios. These outputs are designed to form part of a company's compliance regi...
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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...