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How do I change my password?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

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 ...
What is the £10k illustration screen?

Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?

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 illustrate the potential los...
How do I create a comparison report?

Last Updated: 26/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The Comparison link on the menu bar of the filtering page shows every single field about the contracts remaining in the research grid. For example, it can be used to generate complete comparisons of a specific group of contracts (e.g. competitor ana...
How are the ranking graphs calculated?

Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Once you have defined your ranking scheme, and clicked on Calculate, the system displays the resulting league table as illustrated by the screenshot below. This consists of a tab showing the overall scores for each contract, and then a separate tab...
What is Synaptic Analyser?

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?

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 Property...
I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?

Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?

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...
Do you have any browser hints and tips?

Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Security, privacy, and pop-up window settings The Browser configuration section describes the browser settings which are required in order to be able to use Synaptic Research. Printing The best way of printing pages in the software is to use ...
Synaptic Suite Fund Guide

Last Updated: 09/10/2019 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

Synaptic Suite Fund User Guide.pdf
Application Tabs

Last Updated: 22/06/2017 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

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. Comparato...
How can I create market research?

Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Synaptic Research can be used for any number of generic research purposes, as well as for providing advice to clients: Build spreadsheet-style grids of data which can be filtered and sorted near-instantly regardless of their size. Compare specifi...