Updated Articles

  1. Where can I find platform factsheets?

    If you right click on any provider logo on Comparator, you can access platform factsheets. This will show all the Y/N features data, as well as policy conditions section for more detailed responses.     ...
  2. I have completed the research, but the final report is not loading – why is this?

    Check that your browser allows pop-ups from Comparator. Sometimes the pop-up blocker can prevent the final report from loading.
  3. I have a special deal with a provider, how do I add these to Comparator?

    For any special deals, you will need to contact the provider directly. They will be able to add special deals for your Comparator account.  We at Synaptic cannot add any special deals on behalf of providers.
  4. Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?

    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...
  5. Can I reassign clients to another user?

    In order to reassign clients you will need to access the contact sections within Comparator/Illustrator. To do this, click on settings then organisation and users. Once the new page has loaded navigate to the Contacts section. Click the Re-assig...
  6. How do I set a flat rate of £1000 initial fee for an adviser?

    You can do this by setting up a new service level under Contacts and then Service Levels.  Once you have set up the new service level, you can then go back to Adviser Fees and add the initial fee for this service level / group (If you want to h...
  7. I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?

    Within Comparator Setup , you can set up adviser fees for both on and off platform products. If you have set up adviser fees for only one or the other and then select the other option as the final selection, the adviser fees may not have been taken...
  8. Where can I see the initial adviser fees on a client report?

    If an initial adviser fee has been set up in Setup area of Comparator and you see it on the Results screen, the report should display the initial adviser fee details under the heading ‘Calculation Assumptions’. This section of the report will de...
  9. How To Duplicate Piece Of Research?

    It is possible to duplicate a piece of research in Synaptic Comparator to save time when the details are similar. For example, it may be useful to duplicate a piece of research that has similar platform features. To do this, navigate to the contac...
  10. How To Reassign A Contact In Synaptic Comparator?

    It is possible to reassign a contact to another adviser in your company. This will permanently move the contact record together with all research from your Synaptic Comparator account to the new advisers account. To reassign a contact, simply find...