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Reports

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

From the results screen there are two reports that can be accessed. The comparison report will report the results grid for the scenario and display the inputs. The final report produces a report where individual components can be included or exclu...
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...
Can I produce a Portfolio report?

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

You can generate a report about a portfolio by viewing the portfolio settings and then clicking on the Report button at the bottom of the pop-up screen. The report about a portfolio consists of the following parts: The name of t...
How do I filter using a grid of contracts?

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

When you start a piece of research, the filtering screen only displays the company and name of the contract: Any number of data fields can be added to the grid to view by simply selecting (clicking on) the field name from any of the tabs on the ...
Can I create bespoke Report Manager Suitability report templates?

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

If your firm has paid for the additional functionality, bespoke templates can be created using a copy of Synaptic’s Report Manager Software. The templates are then uploaded from the desktop into Synaptic Research. Multiple templates can be created ...
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...
How do I add and amend client details?

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

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...
Where do I find products and how do I start new research?

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

The first screenshot shows the list of product types on the software’s home page, divided up into tabbed groups such as Health, Life and Investments. See the section on Synaptic’s data for more information about how this list of product type...
How do I find contracts, providers, funds, and clients?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The area on the right of the software’s home page lets you search for contracts, product providers, funds, and clients. You simply click on the tab for the type of search you want to do, and then enter the text to search for. The first screenshot be...
Can I change the administrative password for our account?

Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings

When your firm subscribes to Synaptic Research you will be given an administrative user account for modifying your firm’s details. We recommend that you change the password on this account as soon as possible. You simply log in as the administrator...