Popular Articles

81. 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...

82. How do I add Manual Asset Classes?

    Last Updated: 12/02/2020 in Synaptic Suite Synaptic Client Client - Have a Question?
    If you select the Manual Asset Class List  option, as shown below: The following screens will allow you to add  in Asset Classes. Select from the list of asset classes configured in the system as shown below: Then add in the perc...

83. Panel Management

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    Select Setup from the menu on the left hand side and then choose Panel Management: You will then see the Panel Management menu: Panel Management  will allow you to remove or enable a previously excluded Platform in your r...

84. Reviewing a Goal

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    Start a goal review by selecting the magnifying glass symbol at the end of the goal you wish to review. You can then work your way through the different steps available for reviewing the client’s goal. Goal Details area allows you to only ...

85. Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    Synaptic Comparator is an innovative online platform comparison service which allows IFAs to drill down into individual platform costs and the services and funds they offer. The award winning software enables IFAs to compare platform charges, and fi...

86. How do I start a piece of research?

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    You start a new piece of research by choosing a product type on the software’s Home page. This displays the client-entry screen illustrated by the first screenshot. You can then choose between two types of research:  ·            ...

87. How do I use Manual fund lists?

    Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    As described above, a manual fund list is simply an ad hoc list of funds chosen by you, rather than a list of funds which have something in common – such as unit trusts in the same sector, funds linked to a specific contract etc. You add funds to a...

88. How does Synaptic deal with contract data?

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    Synaptic does not just copy “brochure” text out of a contract’s Key Features document. All data is analysed, and expressed quantitatively where possible – e.g. three detailed, filterable fields rather than a single field containing brochure text. ...

89. Is there a limit on concurrent users?

    Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings
    Your firm may have a limit on the maximum number of people who are allowed to use the system at the same time. You will see an error message (like the one illustrated by the screenshot below) if you try to log on when the cap has already been reache...

90. How is the quartile ranking graph calculated?

    Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The quartile ranking graph shows a plot of a fund’s quartile rankings within each discrete 12-month period. In the first example screenshot below, the fund has been a top-quartile performer in 7 out of the 10 periods. A similar plot...

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