Popular Articles

91. 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'

92. When I click e-apply and buy now on Webline, I don’t get through to the providers website?

    Last Updated: 23/04/2020 in Synaptic Webline Webline - Have a Question?
    I cannot connect to a provider's extranet site to e-apply / buy now

93. 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...

94. My chosen fund is unavailable – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    Your firm’s Synaptic Suite Administrator might have set a restricted list of funds for you to choose from. You can check this by selecting Settings tab from the top ribbon and Fund Universe ; from here you can have a ‘read only’ view of whether y...

95. Finding Existing Goals

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    Once a goal has been added and modelled it can be located at a later date by finding the client and clicking on Goals within the client’s record: Once this has been clicked, a list of all the Goals recorded for this client will be displayed: ...

96. Can I create an audit trail?

    Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The audit trail records all the contracts and criteria that has been selected. It clearly shows what contracts have been excluded and what criteria selected excluded them. The audit trail is only available in the Filtering screen and can be access ...

97. Portfolio Management

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    There are two ways to create portfolios, either during research or prior to research. When creating a portfolio prior to doing research, navigate to Setup  and then Portfolio Builder .   To create a new portfolio here, click New  ...

98. 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...

99. Fund Management

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    Fund Management is used to either exclude funds from the system, or to limit the amount of funds available. To access Fund Management: From the Contacts  screen, click on Setup and then choose Fund Panel : Once in Fund Panel , you see ...

100. What browser software can I use?

     Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     Synaptic Research is designed to run on the following platforms (and all later versions of each browser): Windows Internet Explorer   6.0, 7.0 (recommended) 8.0 or 9.0 Firefox 1.0 or   2.0, 3.0 or 6.0 Netscape 7.0 Google Chrome   15....

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