Popular Articles | Page 23 | Synaptic Suit Software Knowledgebase

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...
Where can I see the initial adviser fees on a client report?

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

If an initial adviser fee has been set up in Setup area of Comparator and you see it on the Results screen, the report should display the initial adviser fee details under the heading ‘Calculation Assumptions’. This section of the report will de...
How do I search for fund factsheets?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

This article explains how fact sheets can be produced from Synaptic Research for Contracts, Companies and Funds. Within Synaptic Research there is the ability to produce fact sheets for current Contracts, for Companies who are present on th...
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...
How is Synaptic Research beneficial to Product providers?

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

Synaptic Research gives product providers access to competitor-analysis and product-shaping information in a system which is fully functional, fast, and easy to use. No need to shunt data out into Excel for manual analysis or reporting – though an...
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...
Parent/Child Organisation Structure

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

An administrator can control what the child organisation can do in a number of areas, this supersedes the abilities of their role. An administrator can control the following; The number of licences given to a child organisation Whether a child or...
Synaptic Analyser - Completing Income Analysis through the Results Screen

Last Updated: 24/05/2018 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

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 within...
Using the Existing Plan area

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

The existing plans area allows you to add the combined maturity values and projection rates of your clients retirement plans. Once added, the existing plans will be ranked against Retirement products within the results screen. To start, you will ne...