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 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 ...
  5. 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...
  6. 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...
  7. I can't log into Synaptic Product & Fund Research - Why?

    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...
  8.  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. ...
  9. How to log into Products on our website

    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...
  10. 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...