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The ranking scores for each item are calculated by taking the values for the item (e.g. surrender values), placing them in order, and then allocating scores to each contract based on their position in the ranked list. If there are 10 contracts, the...
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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...
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Your browser does not support HTML5 video. This video will take you through completing income analysis through the results screen. This bypasses the step-by-step process and allows you to add your client’s income requirements directly ...
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The best/worst returns graph shows a fund’s average annual return over the chosen period versus the range from its best to worst returns over the last 10 years. (Note that the best-worst range always looks at the full 10 years regardless of th...
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To add and amend client details you must navigate to the client details screen, select the client tab from the menu at the top of the page. From the client tab, you can create new client details, input holdings, and income information. Once thes...
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Other income gives you the opportunity to add details of any other income sources that you would like the system to take into consideration when determining how to meet the income profile along with calculating the tax liability for the scenario. S...
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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...
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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...
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This screen is the heart of Synaptic Research. On the right-hand side it starts by showing all the contracts for the type of product being researched. On the left it shows all the fields of data which Synaptic collects about those contracts, divided...
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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...