Synaptic Comparator

Tuesday 2nd June 2020

The Synaptic Comparator e-learning session will encourage participants to share views and insights with peers, this session will focus on the following:

  • Run through of the Organisation Settings to look at adding users and branches
  • Setting up adviser charges, adding assets under administration and service levels
  • Amending the panel of providers of both platform and off platform products
  • Setting up your fund panel and portfolios
  • Adding contacts and recording any client and family assets
  • Running through the calculators for a pension switch scenario
  • Running through a piece of research with both on and off platform products
  • Selecting your own on and off platform products
  • Updating the number of results
  • Producing the report
  • Comparator scenario without pension switching
  • Duplicating research

Webinar duration: 2 hours approximately

Fill in the form below to register your interest and a member of our customer services team will be in contact shortly to confirm availability.

Please note: e-learning may be chargeable, depending on your licence type. Our customer services team will confirm applicable charges before booking.