What can someone in an Adviser role see and do?

A role dictates 2 things;

  • What a user can see
  • What a user can do

Combined they allow a user to have many functions within the software.


Adviser Role

This role allows the user into the applications for which they hold a licence e.g. Modeller, Comparator etc. and a read only view of the administration functions.

  • User can create, edit, save and delete clients
  • User can only see the clients you have created but can reassign clients to another adviser within your organisation or an adviser in your parent organisation
  • User can conduct research
  • In Setup (Comparator/Illustrator interface) the user can see a read only view of:

           Adviser charging

           Assets under management

           Panel management

           Report features

           Fund panel

           Service levels

           Applied special deals

  • In Setup (Comparator/Illustrator interface) the  user can create portfolios and share if desired
  • In Synaptic Settings the user can see a read only view of:

           Modeller Customisation

           Custom Asset Types

           Fund Universe (fund panel in Comparator/Illustrator interface)

  • In Synaptic Settings the user can create portfolios and share if desired