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Here are some tips when filtering contracts and where relevant, funds: You can see everything you are currently filtering on and why specific contracts/funds are being excluded by using the Audit Trail If you make a recommendation to a client whi...
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Click here to download Synaptic Comparator Administrator User Guide
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When including a ISA Stocks and Shares in your research, you need to complete the ISA Investment panel. Click on ISA on the left hand menu On the right hand Investment pane, complete the amount of contribution that will be invested i...
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When including an Onshore or Offshore bond in your research, you need to complete the Onshore and/or Offshore bond Investment panel. Click on Bonds in the left hand menu. If you have only chosen one bond type, that one will be highligh...
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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...
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The policy conditions tab shows conditions such as minimum initial ages, minimum investments, various types of charging etc. The list of policy conditions can include two types of fields - numeric fields which can be filtered and textual fields whi...
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Your firm’s Synaptic Suite Administrator might have set a restricted list of funds for you to choose from. You can check this by selecting Settings tab from the top ribbon and Fund Universe ; from here you can have a ‘read only’...
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Check that your browser allows pop-ups from Modeller. Sometimes the pop-up blocker can prevent the final report from loading.
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The asset allocation graph shows a pie chart of a fund’s industry/sector holdings. It can be used either to illustrate the holdings of a single fund or to compare the holdings of multiple funds. In the example screenshot below a typical UK gro...
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As well as – or instead of – filtering on sectors, you can also eliminate contracts which do not offer specific linked funds. The functionality for doing this is at the bottom of the sectors list. In the first screenshot, contracts a...