Updated Articles

  1. Parent/Child Organisation Structure

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    An administrator can control what the child organisation can do in a number of areas, this supersedes the abilities of their role. An administrator can control the following; The number of licences given to a child organisation Whether a child or...

  2. Organisation Structure

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    When accessing Setup , you will be shown the Organisation Structure screen. When an item within the Organisation column is clicked in the middle of the screen, the right hand side menu will show all the users logins, licences and roles assigned u...

  3. Understanding Icons

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    There are also a number of symbols which dictate different actions you are allowed to carry out within the software:  Lock symbol – to stop a particular piece of information changing unless you have the correct permissions to unlock the detail. ...

  4. Unipass Certificate

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    Associating your Unipass will allow you to sign in to the suite (without your username and password) and is often mandated for some providers when using Contract enquiry. For the Unipass Certificate you will see the following screens when this opti...

  5. Comparator Report is showing dollar and pound signs - Why is this?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    If the incorrect currency is showing on your Comparator reports, this is usually caused by the language settings within your browser.  If using Internet Explorer, navigate to Internet Options> Languages: For Language settings within Chrom...

  6. My report buttons are missing - why is this?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    If you are attempting to generate a comparison or multiple growth rate report and the buttons are missing, this is caused by the zoom setting within your browser. As seen below: You will need to change the zoom setting by navigating to the cog...

  7. Why do I get an error message when adding cash account feature?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    Cash account in investment details allows the user to add cash in three different ways; default setting determined by the provider, pound amount added by the user or % amount of the total investment. If you have selected to add a pound amount, check...

  8. Why is cash account under investment details greyed out?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    Cash account section in investment details will be greyed out until 'Cash Account' feature is selected from the platform features tab on the left hand side. This will then allow you to select from the three options - provider set default option, use...

  9. I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    There could be different reasons for this: The choice of features selected could be such a mix that it excludes all the available platforms The funds selected could be unavailable for the specific wrapper being researched. You can check the un...

  10. When are ISA rates updated for Comparator?

    Last Updated: 17/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    The ISA rates are updated in Comparator ready for the beginning of the UK tax year (the 6 th of April) each year.
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