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Compliance officers can force users to filter on criteria which they regard as essential – for example, Pension Premium Insurance – by creating preset criteria. This is covered in full in the section below on compliance to...
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The add plans screen is where you can select previously input plans from the holdings area, add new plans, project values, and select the income strategy you would like to model. From the add plans screen you have access to three of our financial c...
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The child organisations of your company can be set up within Synaptic to allow separate offices to maintain their own system settings, i.e. if they have different adviser charges or panels. Select the organisation under which the new organisation sh...
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In order to add users to an organisation, click on the organisation and then click new from the ribbon bar, selecting New User Account. Ensure the password entered is in the correct format. ...
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The research grid, including all the data fields you have added, can be saved in PDF form using the Save as PDF link on the menu bar. The grid can also be exported in CSV format (for opening in Microsoft Excel) by clicking...
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A full contract factsheet, as described above, includes a section showing all the linked funds available on the contract. However, this information can also be obtained in a more concise form on a separate screen – i.e. a screen which only sh...
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A role dictates 2 things; What a user can see What a user can do Combined they allow a user to have many functions within the software. Adviser Role This role allows the user into the applications for which they hold a licence e.g. Mod...
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The full fund research functionality is only available if your firm subscribes to both the product and fund research modules of Synaptic Research. The following table shows which elements of the fund functionality are included in which modules: ...
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You can remove all the filters you have put in place, in one go, by clicking on the Clear all filters button at the bottom of the list of fields. This simply removes the filtering and refreshes the screen. However, it does not remove any filteri...
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Once you have researched a list of contracts they can be ranked into a league table. You simply click on the Ranking tool in the menu bar at the top of the filtering screen, as illustrated by the screenshot below. (N.B. Ranking is...