Popular Articles | Page 22 | Synaptic Suit Software Knowledgebase

Where can I find my Account Settings?

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

You can access Account Settings via the Name tab on the top right of Synaptic screen. From here you can associate your Unipass or enter your sign in details for associated applications. Once selected, you will be presented with 4 options, as the...
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...
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...
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 is the best/worst returns graph calculated?

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

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 the time...
Portfolio Builder

Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started

You must have a separate Portfolio Builder licence in order to use this part of the software. You can build and store different portfolios within the software and these can be shared with other members of your organisation. If you view a portfolio t...
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...
Do I use the Fund Picker or research into linked funds?

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

Firms who subscribe to both the product and fund modules of Synaptic Research have a choice: you can either use the Fund Picker as a quick and simple way of selecting the funds to recommend on a contract, or you can use the Fund Research link in or...
Can I share research?

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

Designated users have the ability to mark research as shared so that it can be imported by other users. You mark research as shared simply by clicking on the not shared link on the menu bar. You can stop sharing the research by clicking on the link...
How do I add my agency codes?

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

This article explains how to add your Agency Codes into Synaptic Research so that the link with Webline can be used. As long as your Webline username and password are recorded in Synaptic Research, you will be able to use the link between the two ...