Updated Articles

  1.  Top Tip - Adding a Portfolio into a Holding

    Last Updated: 16/09/2019 in Synaptic Suite Synaptic Client Client - Getting Started
    Your browser does not support HTML5 video. Save time by easily pulling funds from a portfolio in Portfolio Builder into a client’s holding instead of adding them one-by-one. ...

  2. Top Tip - Ethical Fact Find

    Last Updated: 16/09/2019 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    Your browser does not support HTML5 video. Tailor your client’s specific needs using the Ethical Fact Find within Synaptic Product & Fund Research. Select funds according to what they want to support or avoid. ...

  3. Adding & Removing Users from the Client Module

    Last Updated: 16/09/2019 in Synaptic Suite Synaptic Client Client - Getting Started
    Select the ‘Organisations & Users’ drop down menu from the ‘Settings’ tab. By pressing the ‘New’ button and selecting ‘New User Account’ you can easily set up the new users. We use an individual’s email as user name as this normally streamlines ...

  4. Where has the IA Money Market sector gone?

    Last Updated: 12/06/2019 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The Investment Association (IA) have renamed the IA Money Market sector to IA Standard Money Market.  All funds previously listed in IA Money Market can be located within the newly named sector. As sectors are listed alphabetically in Synaptic Produ...

  5. What are the AIC sector changes for Investment Trusts?

    Last Updated: 12/06/2019 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The Association of Investment Companies (AIC) has conducted a comprehensive sector review resulting in the creation of 14 new sectors and removal of 8 existing sectors.  Investment Trusts previously listed in sectors which have been removed have bee...

  6. Setting Vitality Client Status within Comparator

    Last Updated: 19/12/2018 in Synaptic Suite Synaptic Client Client - Getting Started
    With the release of Vitality products within Comparator, a Client Status has been added to the Client and Family Asset area, so that a Client's Vitality Status can be set. By setting this it will ensure that the correct charges are being applied in ...

  7.  Synaptic Analyser - Other Income

    Last Updated: 19/12/2018 in Synaptic Suite Synaptic Analyser Analyser - Getting Started
    Your browser does not support HTML5 video. This video will take you through adding income sources within the client module. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely c...

  8.  Funds from a specific promoter and specific contract

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    This video provides a walkthrough of how to conduct research using a specific fund promoter or by selecting funds linked to a specific contract. All information contained within this video is fictitious. Any resemblance to real persons, living or d...

  9.  Getting Started - Creating Holdings

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Client Client - Getting Started
    Your browser does not support HTML5 video. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...

  10.  Getting started - Client Module & ATR Questionnaire

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Client Client - Getting Started
    All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not support HTML5 video. ...
Copyright © 2025 Your Company, LLC. All rights reserved.
Made with KnowledgeOwl