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191. Choosing a product type

     Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
     The software’s home page provides access to a number of areas of the system: The Home  tab, containing news about products, companies and information on Synaptic products and training, plus the range of product areas (as many as seven), plus the Fi...

192. Understanding Icons

     Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
     There are also a number of symbols which dictate different actions you are allowed to carry out within the software:  Lock symbol – to stop a particular piece of information changing unless you have the correct permissions to unlock the detail. ...

193.  Creating Holdings

     Last Updated: 24/05/2018 in Synaptic Suite Synaptic Analyser Analyser - Getting Started
     Your browser does not support HTML5 video. This video will explain all holding types, creating platforms, plans and generating policy reports. All information contained within this video is fictitious. Any resemblance to real persons, livin...

194. Adding columns to the grid of contracts

     Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
     You can add a field to the grid of contracts simply by clicking on its name in the tabbed box on the left-hand side of the screen. The first screenshot shows a (filtered) grid of contracts containing three different types of field. You can remov...

195. Application Tabs

     Last Updated: 22/06/2017 in Synaptic Suite Synaptic Comparator Comparator - 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...

196. How do I update my Product & Fund research password in the Synaptic Suite?

     Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
     To access Synaptic Product & Fund Research through the Synaptic Suite, you will need to add your username and password with the Product & Fund tab . Navigate to www.synaptic.co.uk . To logon onto the Synaptic Suite, click on the icon below:...

197. How is the tax calculated in Analyser?

     Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
     Analyser looks at all taxable income that is being received as a gross figure for each tax year. This total is then cross referenced against the relevant tax table (either Scottish or non-Scottish), this then tells the system how much tax to apply ...

198. I have completed the research, but the final report is not loading – why is this?

     Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
     Check that your browser allows pop-ups from Comparator. Sometimes the pop-up blocker can prevent the final report from loading.

199. What fund sectors do you have on Synaptic Research?

     Last Updated: 07/01/2021 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     Synaptic Research uses two different types of fund classification in different contexts: Relative past performance figures such as quartile rankings and alpha are calculated in relation to the fund’s ABI or IA sector average. On the Sectors tab ...

200. Knowledgebase

     Last Updated: 15/08/2023 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
     You have the availability of the Help  button, as shown in the screen below: There are three options in the drop down menu: About  has links to various sites including Synaptic Software and the knowledgebase. Technical Support w...

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