Popular Articles

81. Finding an Existing Client

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    If a client has already been saved in Modeller, they can be retrieved using the Search Clients field below the main tabs bar. Start by typing in the forename or surname of the client who needs to be found: The clients that match your search ...

82. 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...

83. 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. ...

84. 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...

85. 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. ...

86. Investment details for Onshore and Offshore bonds

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
    When including an Onshore or Offshore bond in your research, you need to complete the Onshore and/or Offshore bond Investment panel. Click on Bonds in the left hand menu. If you have only chosen one bond type, that one will be highligh...

87. 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 ...

88. 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:  ·            ...

89. I get a warning message ‘no response’ on Webline – why is this?

    Last Updated: 23/04/2020 in Synaptic Webline Webline - Have a Question?
    How to check your agency code if Webline gives you a warning message 'no response'

90. 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...

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