Updated Articles

1171. Using the Existing Plan area

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      The existing plans area allows you to add the combined maturity values and projection rates of your clients retirement plans. Once added, the existing plans will be ranked against Retirement products within the results screen. To start, you will ne...

1172. Changing the default report look and feel

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      Click on Setup  from the left hand menu: Click Report Features in the Synaptic Comparator section: You will then be taken to the Report Features menu: You can now set which fact sheets should appear by default in all...

1173. Investment details for GIA

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      When including a GIA in your research, you need to complete the GIA specific amount. Click on Platforms in the left hand menu: In the right-hand Investment pane, complete the GIA SPECIFIC amount (£) field with the amount you wish to i...

1174. Investment details for a Personal Pension

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      When including a Personal Pension in your research, you need to complete the PP Investment panel. Click on PP in the left hand menu In the right hand Investment pane, complete the amount of contribution that will be invested in the P...

1175. Investment details for SIPP

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      When including a Self Invested Personal Pension in your research, you need to complete the SIPP Investment panel. Click on SIPP in the left hand menu: In the right hand Investment pane, complete the amount of contribution that will b...

1176. Investment details for Onshore and Offshore bonds

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      When including an Onshore or Offshore bond in your research, you need to complete the Onshore and/or Offshore bond Investment panel. Click on Bonds in the left hand menu. If you have only chosen one bond type, that one will be highligh...

1177. Investment details for ISA

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      When including a ISA Stocks and Shares in your research, you need to complete the ISA Investment panel. Click on ISA on the left hand menu On the right hand Investment pane, complete the amount of contribution that will be invested i...

1178. Creating a new contact in Synaptic Comparator

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      To create a new contact in Synaptic Comparator, click on the Contacts button in the left hand menu: You will then be presented with the Contacts screen: Click the new  button: The contact details (titled Personal) will ...

1179. How to conduct research in Synaptic Comparator?

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      All research must be performed against a contact, click on Contacts in the left hand menu. In the Contacts screen, you should by default see a list of available contacts to choose from, click on the name of the person you wish to conduct...

1180. Synaptic Comparator Cash Feature User Guide

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Getting Started
      Introduction This user guide has been created to outline how to use the additional cash account functionality that has been incorporated into the existing Comparator tool. This guide will only outline how to use the new functionality, please refe...

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