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You define the settings for a portfolio using the Portfolio link in the menu bar of your manual fund list. This lets you enter three pieces of information: the holding in each fund; how to value the holdings; and the benchmark to compare the o...
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As described above, you can create more than one set of presets for each product type. In the example illustrated by the screenshot below, there are three groups of presets defined for Personal Pensions, based on risk (and you could create a fourth ...
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This role allows access to the EMP (Enterprise Messaging Platform – Contract Enquiry) administration console in the Synaptic Client interface. From here the user can; Agree the contracts in order for your users to be able to use Contract Enq...
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You can now filter Stocks and Shares ISAs by contracts that allow for investment in the Alternative Investment Market. Start by navigating to the Investment Tab Select ' Stocks and Shares ' from under ' Individual Savings Accounts...
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Each piece of research is automatically given a title, based on the product type and the client’s details (if any). You can change the title of the research to make it more memorable using the Change title link on the menu bar. There a...
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Highlight an organisation to access the edit and delete buttons in the ribbon bar. If the user is highlighted, the administrator is able to edit, delete and reset passwords. There is also an upload certificate button but it is advised that this is d...
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The chart data within the Results screen can be exported. Start by selecting 'Export Charts': To export the charts, you will need to save the images as a picture. Right-click on the chart and select 'Save picture as...': Sel...
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Synaptic Research gives compliance officers an unrivaled ability to enforce standards across their organisation, monitor the advice which is being given, and to lower compliance risk. Enforce templates for suitability reports and other reports acr...
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Presets take effect when the user starts a new piece of research. The preset criteria are copied into the adviser’s research at outset.They are also locked, if the compliance officer chooses this option. Changes by the compliance officer to t...
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A goal must be created for every new piece of research. The first section of the goal details is to input basic information which helps determine term and tax of your projection. Goal Name – This is the name of the goal, this information...