Popular Articles

91. What information is in the fund factsheets?

    Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    Fund factsheets show four types of information about a fund: Basic details such as management group, sector, and fund size. Past performance, including derived functions of past performance such as quartile rankings, alpha FE Crown ratings. Ass...

92. 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'

93. 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...

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. Why does quote prices sometimes differ between Webline and providers?

    Last Updated: 23/04/2020 in Synaptic Webline Webline - Have a Question?
    When you first register with Webline, any quotations you request will, by default, be requested from the insurers with 100% commission (i.e. no commission sacrificed). It is possible to set the value of commission you would like from each product p...

96. 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 ...

97. 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 ...

98. 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...

99. 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...

100. 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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