Popular Articles | Page 36 | Synaptic Suit Software Knowledgebase

How are the contracts categorised?

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

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 & Shares ISA, Purcha...
Income Analysis Research - Adding Plans

Last Updated: 13/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

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...
Can I lock features within preset criteria?

Last Updated: 02/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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 tools. Compliance of...
What can someone in a EMP User role see and do?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

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.
Where can I find previous Analyser research?

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

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...
Is there limitations if you only subscribe to one module of Synaptic Research?

Last Updated: 02/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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: ...
How is the returns each month graph calculated?

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

The graph of returns each month simply shows the fund's percentage gain/loss each month as a series of columns. The spikiness of the graph is obviously one indicator of volatility. You can choose to include the sector average or a stock...
Can I save and export the research grid?

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

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 on the Export...
How do I create Multiple Reports on Synaptic Research?

Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
Can I remove all filters on the filtering screen?

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

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...