Popular Articles

91. 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...

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. 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...

94. 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'

95. 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...

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. 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 ...

98. 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: ...

99. Scenario Modelling Report

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    There will be a number of questions to answer before being able to produce the report, it can include a manual ATR reason and a closing statement if required: Once done, use the Next button to produce the report: The report opens in a sepa...

100. 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...

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