Popular Articles | Page 32 | Synaptic Suit Software Knowledgebase

Can I distribute personal presets across the firm?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

As described above, we recommend that presets are initially created in personal mode, so that they only apply to you. You then distribute the presets across your firm once you have finished editing them. You can do this by clicking on the Change p...
Where can I find platform factsheets?

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

If you right click on any provider logo on Comparator, you can access platform factsheets. This will show all the Y/N features data, as well as policy conditions section for more detailed responses. ...
Can I delete research?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

All research within Synaptic Research is automatically stored. Therefore, if you don’t want to keep a piece of research you have to explicitly delete it. This can be done using the Delete link on the menu bar. Alternatively, you can delete multip...
Can I display factsheets from the data grid?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The data grid provides quick access to factsheets about companies and individual contracts: Click on a company name in the grid for a company factsheet. Click on a contract name for a contract factsheet. In addition, you can right-click on the ...
Can Analyser demonstrate results in the event of a market crash?

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?

To demonstrate this we would need to allow the user to specify different growth rates for different durations, currently the system only allows one growth rate to be input for the duration of the scenario.
Can I send research to other users?

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

You can send your research to another user of the system. This is designed to cover three main scenarios: Advisers submitting research to a compliance officer. Paraplanners exchanging work with their advisers. Communication between me...
How do I create shared research for other users to import?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Preset criteria , as described above, allow compliance officers to enforce their minimum requirements – e.g. that all recommendations of personal pensions must include PPI. The system’s sharing functionality is different: it provides a way for com...
Can I create mutual fund analysis and factsheets?

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

Synaptic maintains a list of all the fund links available on investment contracts. This information can then be used for a wide variety of analysis and reporting: List all the funds available on a specific contract (including wrap platforms). Lis...
What is in the Quick reports and can they be edited?

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

Quick Report templates open in your web browser, as illustrated by the first screenshot. You can then simply print the report, or use the link in the menu bar to save it in PDF form. The system’s standard Quick Report template consists of...
Can I copy research?

Last Updated: 26/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The Copy link on the menu bar creates a new piece of research based on the current research – i.e. new research containing all the same filtering, grid fields, client details, ranking etc. which the current research has. (You can also create a co...