Popular Articles

261. How do I produce factsheets?

     Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?
     You can produce an individual fund fact sheet by clicking on the factsheet  icon as shown below: You can also produce a portfolio factsheet by clicking on the Portfolio Factsheet button as shown below: You have the choice to pro...

262. 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...

263. 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...

264. 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...

265. How do I setup client service levels?

     Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?
     This area is accessed from the left hand menu underneath the Organisation Structure tab by selecting the Service levels tab under the Contacts section. Under this area there are four default service levels which can be changed to suit the need...

266. Synaptic Software Client Administration Guide

     Last Updated: 09/10/2019 in Synaptic Suite Synaptic Client Client - Getting Started
     Synaptic Software Client Administration Guide.pdf

267. Is it possible to do joint reports in Modeller?

     Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
     Currently Modeller only allows reporting for one client at a time, so any joint reporting would need to be done on a single client basis initially and then combine the reports outside Modeller. All reports have been designed to be easy to copy and p...

268. Can I customise Modeller?

     Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?
     Navigate to Settings and select Modeller Customisation. From here you can have a ‘read only’ view of the investment strategy that is deployed in your system which includes the ATR questionnaire and the Asset Allocation mappings. You would need to b...

269. How do I add custom asset types?

     Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?
     From here you can create custom asset types for the organisation (and children) or view the types that have been inherited from the parent organisation. You would need to create asset types for the user in order that they exist before the user can ...

270. Is tax included in the calculations?

     Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
     Basic income tax is in the background. Tax and NI will be at the current rate based on the information provided for the analysis. You are able to include gross income and effects of inflation within the research.

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