Settings - Have a Question?

You can access Account Settings via the Name tab on the top right of Synaptic screen. From here you can associate your Unipass or enter your sign in details for associated applications. Once selected, you will be presented with 4 options, as the...

A role dictates 2 things; What a user can see What a user can do Combined they allow a user to have many functions within the software. Adviser Role This role allows the user into the applications for which they hold a licence e.g. Mod...

You can also change your Synaptic password from here, see screen shot below: NB: This amendment will only change your access to the Synaptic Suite itself and will not change the passwords for access to Webline or Product and Fund. These can ...

You should sign out of the software via this tab as shown below:   ...

Navigate to Settings and select Modeller Customisation. From here you can have a ‘read only’ view of the investment strategy that is deployed in your system which includes the ATR questionnaire and the Asset Allocation mappings. You wou...

A portfolio has a ‘weighting’ in each fund and as such the portfolio will have an asset allocation and portfolio factsheets can be produced. A panel has no ‘weightings’ and therefore is just a list of funds. You would use a ...

You may see four possible symbols: Edit pen Delete cross View magnifying glass Duplicate 2 page symbol All of which have been mentioned earlier in this guide. Alternatively, you can add a new portfolio/panel by clicking Add as shown in the s...

You also have the option of setting the ‘ Sharing ’ mode to either Private, Internal or Public as shown below. By setting the portfolio to one of the options, you will allow access to the portfolio to different User groups as de...

You can import an entire list of funds using the Import by Citicode button if you have these codes available. You have the option to free type the codes in manually or copy and paste from another source as shown in the screen shot below: ...

The portfolio wizard is designed to build a portfolio from a specified list of funds to meet a specific asset allocation. It will use the funds you supply and their respective underlying asset allocation in order to return the weighting in each fund...

You can produce an individual fund fact sheet by clicking on the factsheet  icon as shown below: You can also produce a portfolio factsheet by clicking on the Portfolio Factsheet button as shown below: You have the choice t...

In order to gain access to this screen you will need to select the settings drop down menu and click on organisations and users. This will take the you to the Organisation structure under Setup . If you have a Comparator or Illustrator li...

The child organisations of your company can be set up within Synaptic to allow separate offices to maintain their own system settings, i.e. if they have different adviser charges or panels. Select the organisation under which the new organisation sh...

In order to add users to an organisation, click on the organisation and then click new  from the ribbon bar, selecting New User Account. Ensure the password entered is in the correct format. ...

A role dictates 2 things; What a user can see What a user can do Combined they allow a user to have many functions within the software. Paraplanner This role allows the user into the applications for which they hold a licence e.g. Modelle...

This role allows the user to setup all of the settings described in this guide. User can create/edit /delete users in your organisation and assign roles and licences User can create/edit /delete child organisations and assign licences to the chil...

This role allows access to the EMP (Enterprise Messaging Platform – Contract Enquiry) administration console in the Synaptic Client interface. From here the user can; Agree the contracts in order for your users to be able to use Contract Enq...

This role is specifically designed for organisations that do not hold a Synaptic licence but wish to receive valuations directly from the EMP via a back office system. It can only be set for a user who has a service account created for them.

This role is for Providers use only and controls the special deals functionality in Comparator/Illustrator. Only a Synaptic Software Limited system administrator can assign a corporate licence.

This role is for users that are allowed to define the Modeller journey taken in each goal i.e. depart from the default set at the organisation. The administrator will have to tick the ‘Modeller Journey Override’ box.  This wil...

It is also possible to find a user by clicking on the find user button in the ribbon bar. The administrator will then need to search on either the username or other details and click Search . This will return a list of all users ...

Highlight an organisation to access the edit and delete buttons in the ribbon bar. If the user is highlighted, the administrator is able to edit, delete and reset passwords. There is also an upload certificate button but it is advised that this is d...

Any user passwords can be reset by highlighting the user and clicking on the reset password  button on the ribbon bar. New password can then be entered. Click Change Password to complete the process. This will immediately cha...

This area is accessed from the left hand menu underneath the Organisation Structure tab by selecting the Service levels tab under the Contacts section. Under this area there are four default service levels which can be changed to suit the need...

From here you can create custom asset types for the organisation (and children) or view the types that have been inherited from the parent organisation. You would need to create asset types for the user in order that they exist before the user can ...

The fund universe functionality is used to control the total funds that can be used within the applications within the system. It has two modes, inclusion and exclusion. These modes are mutually exclusive i.e. the selection has to be one or the oth...

The first thing the user needs to do to initiate the set up for their Fund Based Journey is to access the settings tab from the Synaptic Welcome screen. Select the Organisations and Users  option from the drop down menu, they will be taken to...