Popular Articles

  1. Can I delete users?

    Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings
    User accounts can be deleted by opening the account, and then clicking on the Delete user  link in the menu bar. Please note that accounts can be disabled – via the  Account Settings section of the user details – as well as deleted. However, this...

  2. 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...

  3. 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...

  4. 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 ...

  5. 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...

  6. 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...

  7.  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. ...

  8. 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'

  9. 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...

  10. 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. ...
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