Popular Articles

261. 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...

262. How do I save results from the fund picker and include it in reports?

     Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     The results of   the Fund Picker – i.e. your chosen selection of funds – must be saved using   the Save list button which is highlighted in the screenshot below. The   list of selected funds is then included in any suitability reports which y...

263. How is the performance vs. volatility graph calculated?

     Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     The performance vs. volatility graph shows a plot of a fund’s annualised performance (on the X axis) versus its volatility over the same period (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as i...

264. How do I retrieve research?

     Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     Once research has been started on Synaptic it will be automatically saved if you need to leave the software.   To retrieve the research, from the Home Page , navigate to the Recent  tab: Here you will find the last twenty pieces of research t...

265. Synaptic Software Client Administration Guide

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

266. 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...

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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