Popular Articles

  1. Unipass Certificate

    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...
  2. Synaptic Comparator User Guide - Download

    Synaptic Comparator User Guide.pdf
  3. Synaptic Comparator Quick Start Guide - Download

    Click here to download Synaptic Comparator Quick Start Guide
  4. What is included in the Risk Service?

    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...
  5. What is Synaptic Modeller?

    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 ...
  6.  Getting started with critical yield calculator

    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. ...
  7. Synaptic Contract Enquiry - User Guide

    This guide provides instructions for the setup and use of the electronic contract valuation service via the Synaptic product suite. Online Contract Enquiry training courses are run on a regular basis, please go to our events page to register. &nb...
  8. Generating a suitability report

    Once you have created a ranking system which matches the client’s requirements, click on the Report  tool above the ranking results, below the page’s title. This displays the screen illustrated by the first screenshot. The firs...
  9. Accessing the Risk Service in Synaptic Suite

    Once you have received your log in details via email, go to the Synaptic Software website – www.synaptic.co.uk and scroll down the screen until you find the ‘log in’ option. There are two ways to sign in. Click on Synaptic OR ...
  10. Using Synaptic Attitude to Risk Questionnaire

    When a new client is set up in the client module, you can click on the ‘Edit’ button alongside ‘Attitude to Risk’ to access the questionnaire. You also have the option to run a new questionnaire by selecting ‘change...