Popular Articles | Page 7 | Synaptic Suit Software Knowledgebase

When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?

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

The edit buttons within the summary area are greyed out because if any changes were to be made in the final results, it would affect the details of the first phased period. It is best to fine tune the details within the first phased period first, be...
Adding & Removing Users from the Client Module

Last Updated: 16/09/2019 in Synaptic Suite Synaptic Client Client - Getting Started

Select the ‘Organisations & Users’ drop down menu from the ‘Settings’ tab. By pressing the ‘New’ button and selecting ‘New User Account’ you can easily set up the new users. We use an individual’s email as user name as this normally streamlines ...
Forgotten password?

Last Updated: 07/12/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?

Comparator does not allow you to request a new password automatically if you have forgotten your login details, so you will have to contact Synaptic Application Support to gain access to your account. Contact the team by email on support@synaptic....
How do I create an Accumulation Goal?

Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?

You have the ability to create Accumulation Goals for a client, this is for use within Modeller which is an Investment Planning and Risk Profiling tool. For full details regarding Modeller please refer to the Synaptic Modeller User Guide. The ...
How do I quote Relevant Life policies only?

Last Updated: 14/05/2021 in Synaptic Webline Webline - Have a Question?

Webline offers business protection quotes which bring back results for Relevant Life policies if the search criteria is met. There is no specific option to select or filter results to display only Relevant Life policies but the quotes are returned f...
Can I delete users?

Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings

User accounts can be deleted by opening the account, and then clicking on the Delete user link in the menu bar. Please note that accounts can be disabled – via the Account Settings section of the user details – as well as deleted. However, this...
Synaptic Analyser - Product Comparison

Last Updated: 24/05/2018 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

Your browser does not support HTML5 video. This video will take you through comparing products within the Product Comparison screen. This journey is used when you are aware of your clients income needs and would like to compare the best product...
How do I reset my password?

Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?

You can reset your password in Modeller by clicking on your username at the top right hand side of the main navigation ribbon. Select change password from the drop down list. If you cannot remember your password , you can reset your password on the...
Manually selecting the contracts to research

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

The section above describes how the grid of contracts can be filtered to remove contracts which don’t meet particular conditions. However, it’s also possible to select manually the contracts which you want to research – either instead of, or as wel...
Help and Support

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started

The administrator has the availability of the Help button, as shown in the screen below: There are 3 options in the drop down menu: About has links to various sites including Synaptic Software Limited and Financial Express. ...