Research - Frequently Asked Questions | Synaptic Software Knowledgebase

Why is research not appearing in the navigation bar?

Pathways has been designed to open a tab in the navigation bar when the item you are working on does not have a dedicated tab. Risk questionnaires & Illustrations will appear in the navigation bar as they can only be opened through a contact record...

How do I set a Central Investment Proposition to active?

Navigate to Investment Pathways: When creating a Central Investment Proposition, you will get the choice of making it Active upfront: If you would prefer to work on the CIP before marking it as active, you can navigate back to Investmen...

I have created a Central Investment Proposition, but I can't see it reflected in the research?

You will need to make sure the Central Investment Proposition is set to active. Navigate to Investment Pathways: In the Central Investment Proposition area, find the record you have created. If the Active column shows the CIP as Inactive, yo...

How is Stakeholder pension reflected in the research?

Stakeholder can be selected in the Comparison with Ex Ante and Ex Ante results screen. When selecting a retirement wrapper in the investment details, the 'Stakeholder' button will be available to select: The Stakeholder button will be highlight...

Why can't I see a specific platform/provider in the research screen?

If you are expecting to see a specific provider or platform in the research, they may be unavailable for a number of reasons If you have created a Central Investment Proposition. The product is either not in the CIP or is in the CIP, but not alloc...

Research without a Central Investment Proposition - what does it look like?

Research without a Central Investment Proposition will allow you to do Whole of market research. All platforms & off platform products will be available and they will only be unavailable if a fund or portfolio has been selected that is not supporte...

What's the difference between Research with a Central Investment Proposition and without?

Central Investment Propositions are created within the Investment Pathways area. You can configure Platform & Off Platform Products , Portfolios , Fund Lists and Segments under the CIP. Multiple segments can be created, these segments...

What browsers are supported?

Salesforce Lightening experience requires an up-to-date browser to operate correctly. Please note that the only fully supported desktop browser is Chrome, and Safari on iOS for tablet. For more details, see article on the Salesforce site here...

Can I use the software on a mobile/tablet?

Yes - see article Supported Browsers and Devices for Lightning Experience. ...

What Support is available?

Our Support Team will assist you with any queries you may have. For all user and technical queries, contact us on Telephone: 0808 164 5463 Email: support@synaptic.co.uk Sometimes it's faster and easier to find your answer online. ...

What Training is available on Salesforce?

Salesforce offers Trailhead as a fun interactive way to learn how to use their products. Synaptic Pathways is built on the Salesforce platform and we utilise native functionality offered by Salesforce. Trailhead is free to use and can b...

My Synaptic Pathways screen doesn't look right - How can I resolve this?

If you are having issues with the view of Synaptic Pathways, for e.g. aligned issues, this may be related to your browser. Ensure your browser is on the latest stable version. Synaptic Pathways is best used on Google Chrome. See article What brow...

Research - Frequently Asked Questions

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