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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.
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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...
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Synaptic Suite Fund User Guide.pdf
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The Product comparison section of the tool allows you to compare the total charges for on and off platform drawdown products to help you decide the most appropriate product to place your clients’ drawdown investment. All the products that app...
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This video will take you through setting up your fund panel and creating portfolios within Portfolio Builder All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your...
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You can also change your Synaptic password from here, see screen shot below: NB: This amendment will only change your access to the Synaptic Suite itself and will not change the passwords for access to Webline or Product and Fund. These can ...
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There are 7 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Risk rating - Risk rated funds and portfolios Modeller - an investment planning and risk profiling tool. ...
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Now that you have setup the permissions and created the portfolios/fund panels the user can now select Modeller Journey Settings from the drop down menu on the Settings tab: The user will see the screen below which will allow selection...
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The minimum, maximum and mean values along with the asset allocation ‘doughnut’ and growth projection graph are displayed in the ‘10k Illustration Screen’ also known as the ATR results screen. This screen is designed to illu...
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Synaptic Analyser is the new retirement income analysis and Drawdown product comparison system utilising Synaptic Software’s digital expertise. It provides the ability to model multiple income scenarios, including sources of income such as Pr...