Popular Articles | Page 21 | Synaptic Suit Software Knowledgebase

Do you integrate with other software?

Last Updated: 02/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Synaptic Research can be integrated with any other software– back-office client management systems, extranets, quote portals, etc. The integration is two-way: client and other data can be passed in to pre-populate Synaptic Research, and all reports...
What is Ranking?

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

Within Synaptic Research you have the ability to filter - which is to remove all contracts that don't meet the client's requirements. Ranking is done if there is more than one contract left, once filtering has been completed, to help decide which is...
How do you calculate the Stochastic projection graphs?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The stochastic projection graphs use a fund’s historic returns to estimate the probability of future returns. Synaptic Research runs 10,000 Monte Carlo projections per fund and then shows every fifth percentile return between the 5 th and 95 th...
How do I use the portfolio wizard?

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

The portfolio wizard is designed to build a portfolio from a specified list of funds to meet a specific asset allocation. It will use the funds you supply and their respective underlying asset allocation in order to return the weighting in each fund...
How do I set a flat rate of £1000 initial fee for an adviser?

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

You can do this by setting up a new service level under Contacts and then Service Levels. Once you have set up the new service level, you can then go back to Adviser Fees and add the initial fee for this service level / group (If you want to h...
I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?

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

Check the amount entered for the Current Tax Year amounts. If this is higher than the current annual allowance either on the single and/or the transfer amounts, Comparator will not return any results. Any amount over the current annual allowance c...
Can I create a portfolio graph?

Last Updated: 02/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

There are three ways in which portfolios can be used for graphing: Graphing the performance of the portfolio as a whole You can graph the performance of the portfolio as a whole in two ways: Click on the Portfolio link to view the portfolio se...
My report buttons are missing - why is this?

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

If you are attempting to generate a comparison or multiple growth rate report and the buttons are missing, this is caused by the zoom setting within your browser. As seen below: You will need to change the zoom setting by navigating to the cog...
Why are no funds found when trying to create a portfolio?

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

If you are trying to add funds when either in an existing portfolio, or trying to create a new one and getting 'No funds found' you are probably in Inclusions mode. When using Inclusions mode , only funds that you have 'included' w...
How do I add a cash ISA to holdings?

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

You can add cash ISA into the holding area in two different ways; either as an account or as a plan. Accounts are simply a bank account and are hard coded to be made of cash in terms of the asset class. They will always therefore be valid to be inc...