Updated Articles

1181. Setting up adviser charges

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      Select Setup  from the menu on the left hand side and then Adviser Charges: A page to record adviser charges will be displayed.  There are two tabs at the top of the page, one for Platform  and one for Off Platform  products. Charges ...

1182. Setting up Client & Family Assets Under Administration

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      To enter Assets Under Administration on a client basis, click on the Contacts button on the left hand menu: Select the client you wish to enter the assets to. Click on the Client & Family Assets button.  You will then need to click ...

1183. How to create users in Synaptic Comparator

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      Select Setup  from the left hand menu and then Organisation Structure: Your company name will then be displayed on the left hand side, click on the company name and any existing users will appear in the right hand column with the Rol...

1184. How to control the branch / sub company panel permissions in Synaptic Comparator

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      Should you require that your branches / sub companies use your configured panels and charges (and not have the ability to change them), go into Setup  and then to Organisation Structure : The company on the example 'Training' has two ...

1185. Fund Management

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      Fund Management is used to either exclude funds from the system, or to limit the amount of funds available. To access Fund Management: From the Contacts  screen, click on Setup and then choose Fund Panel : Once in Fund Panel , you see ...

1186. Panel Management

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      Select Setup from the menu on the left hand side and then choose Panel Management: You will then see the Panel Management menu: Panel Management  will allow you to remove or enable a previously excluded Platform in your r...

1187. Portfolio Management

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      There are two ways to create portfolios, either during research or prior to research. When creating a portfolio prior to doing research, navigate to Setup  and then Portfolio Builder .   To create a new portfolio here, click New  ...

1188. Synaptic Comparator Setup Quick Start Guide - Download

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
      Click here to download Synaptic Comparator Setup Quick Start Guide

1189. Can Analyser demonstrate results in the event of a market crash?

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
      To demonstrate this we would need to allow the user to specify different growth rates for different durations, currently the system only allows one growth rate to be input for the duration of the scenario.  

1190. How do I export the charts?

      Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
      The chart data within the Results screen can be exported. Start by selecting 'Export Charts': To export the charts, you will need to save the images as a picture. Right-click on the chart and select 'Save picture as...': Select the folder y...

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