Popular Articles | Page 25 | Synaptic Suit Software Knowledgebase

I have tried logging in and now the site says I am logged out – why is this?

Last Updated: 07/12/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?

For security reasons, Comparator locks the user account for 15 minutes if the password / username combination is entered incorrectly three times in a row. This has been designed to prevent unauthorised access / misuse of any user accounts. You will ...
Income Analysis Research - Other Income

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

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...
Maturity Values Calculator

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

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What is the Resource Centre?

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

The Resource Centre is a selection of useful documents, tools, and links to web sites. Its contents are constantly updated in line with industry events, but examples include: Critical illness definitions. Ethical investment informatio...
Is there a difference between Product Research and Fund Research?

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

Fund research works in almost exactly the same way as research into products such as term assurance, investment bonds, annuities etc. Mutual funds are treated as just another type of product, and have an entry (“Fund data”) on the Investments tab o...
Filtering the grid of contracts

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

The left-hand side of the grid screen shows all the fields of data which are recorded about the contracts, divided up into tabbed groups.(The fields and tabs which are available depend on the type of contract.) Features tab The first, Featur...
How can I check fund availability?

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

You can see which contracts a group of funds can be bought through using the Availability link in the menu bar. This link is displayed on both the filtering and ranking-results pages. Clicking on the Availability link displays a pop-up window w...
How do I start fund research?

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

You start fund research by choosing one of the types from the Fund Data section on the Investments tab of the Home page. The screenshot below shows this tab with the fund section highlighted. You then have the option...
How do I add fields to the grid?

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

When you first start research into a product type, the filtering screen shows only the company and name of each contract. This is illustrated by the first screenshot below: You can add any number of data fields to this grid, as illustrated by th...
How do I update my Webline password in the Synaptic Suite?

Last Updated: 14/05/2021 in Synaptic Webline Webline - Have a Question?

To access Synaptic Webline through the Synaptic Suite, you will need to add your username and password with the Webline tab. Navigate to www.synaptic.co.uk . To logon onto the Synaptic Suite, click on the icon below: Enter your logon...