Updated Articles

  1. News Section

    In the News section you are able to view notifications, such as provider downtime and product releases. It is found within the top right of the screen. The red dot indicates there are news items available: *All information is based on tes...
  2. Synaptic Webline Protection - Apply Basket

    Your browser does not support HTML5 video. Send your Synaptic Webline Apply basket to your emaill. Quick link through to the Apply basket or apply directly from the email. ...
  3. Apply Basket - Send to my Email New

    You can send details of products in your Apply basket to your email address. This allows you to quickly link through to the Synaptic Webline Apply basket, or apply for each product directly from the email without logging in. Click 'Send to my E...
  4. Illustrations - Edit Outcome - Term Matrix

    Term Matrix is found within the Edit Outcome screen of an Illustration. You are able to explore the impact of term and risk using the illustration as reference. Select one or more options here and it will add details of the scenario to the Term Mat...
  5. Illustrations - Edit Outcome - Alternative Outcomes

    Alternative Outcome is found within the Edit tab of the Outcome screen. This allows you to see how Inflation, No Fees and a 'What If' scenario compares to the Illustration.  Selecting one of the options will populate the graph and ...
  6. Illustrations - Edit Outcome - 'What If' Scenario

    This article is a continuation of -  Illustrations - Edit Outcome - Alternative Outcomes The 'What If' scenario allows you see how an alternative scenario compares against the illustration you've created. Select the 'What If&...
  7. I answered 'No' to the capacity for loss question and I can't undo it - how can I change this?

    Capacity for Loss questions are found in the first steps of the Illustration Journey. This includes a question around what your client can afford to lose, based on their attitude to risk. This question will pull through to the outcome screen. Note:...
  8. What is the difference between Illustration Settings and a 'What If' scenario?

    Illustration Settings is used to update the details of your Illustration. Updating this information will amend the original details of the illustration. The 'What If' area allows you to create an alternative scenario that will sit alongside...
  9. Illustrations - Report

    If you have edited any details within the Outcome screen, you will need to select 'Yes' or 'No' to the Capacity for Loss statement before continuing to the next step: The report screen shows a summary of the Illu...
  10. What fund sectors do you have on Synaptic Research?

    Synaptic Research uses two different types of fund classification in different contexts: Relative past performance figures such as quartile rankings and alpha are calculated in relation to the fund’s ABI or IA sector average. On the Sectors...