Popular Articles

91. 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...

92. Licencing

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    Administrator licence holders have been given a number of licences to give to users at the organisation by your parent organisation. There are several licence types that control which parts of the system and which applications particular users hav...

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

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

94. 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: ...

95. 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  ...

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. My chosen fund’s asset allocations are missing – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    The fund data for Modeller comes from FE Fundinfo (FE) and sometimes funds are missing the asset allocations. There can be various reasons for this, however we can always query any missing asset allocations from FE Fundinfo. If you have a fund which...

98.  Setting up assets, panel and reports

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    This video will take you through setting up your assets under management information and panel management details. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...

99. Overview of the research process

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    As described in the overview, Synaptic’s core research process is as follows: Choose the type of product to research. Enter client details , and any benefits/contributions which are applicable to the type of product. View information about t...

100. 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...

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