-
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 provi...
-
Synaptic categorises types of products using a three-tier hierarchy: Group e.g. Pension Income, Investments Type e.g. Annuity, ISA Sub-type(or “basis”) e.g. Cash ISA, Stocks &am...
-
N.B. This graph is very difficult to read with more than one fund on it. It is only really designed to inspect a single fund. The distribution of returns shows the pattern of the fund’s returns each month over the chosen period. The system ...
-
This article explains how to produce a Suitability Report for multiple pieces of research. To be able to use this part of Synaptic, the Multiple Report licence on Synaptic is required. If you do not have this please contact our Customer services te...
-
This role is specifically designed for organisations that do not hold a Synaptic licence but wish to receive valuations directly from the EMP via a back office system. It can only be set for a user who has a service account created for them.
-
All previous Analyser research can be located from the left hand navigation pane under the Retirement Income Goals section. From this screen, you can; Duplicate a piece of research, Resume a Retirement goal, Delete incomplete goals, and View...
-
The Quotes section above describes all the areas in which the system displays links to your quotation engine. There are three reasons why these quote links may not be displayed: You haven’t entered the details of your quote engine into your ...
-
You can send your research to other users. They can then view it, amend it, and send it back (or even forward it on to other people). This functionality is designed to cater for three main scenarios: Advisers submitting research to a compliance...
-
You can view a definition of a field by clicking the right mouse button over a field name and choosing Show definition from the pop-up menu. Notes about contracts can be viewed in two ways: Right-click over a contract name in the grid and c...
-
After logging in and selecting Analyser, you will be prompted to select a client Synaptic Analyser uses client details throughout the journey. Before using Analyser it is mandatory to select or create a client. If your client details are already...