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Entering client details

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Getting Started

You can view a factsheet for an individual contract simply by clicking on its name in the grid (clicking on the company name displays a factsheet for the provider). The contract factsheet is illustrated by the first screenshot, and can be saved in P...
How is the performance vs. volatility graph calculated?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

The performance vs. volatility graph shows a plot of a fund’s annualised performance (on the X axis) versus its volatility over the same period (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as i...
What report templates do you have on Synaptic?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

For most types of product, the system offers a choice of two Report Manager Templates (in addition to any bespoke ones your firm has created): Template Contents Research Report An appendix to a full suitability repor...
Can I share research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

Designated users have the ability to mark research as shared so that it can be imported by other users. You mark research as shared simply by clicking on the not shared link on the menu bar. You can stop sharing the research by clicking on the link...
How do I add fields to the grid?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

When you first start research into a product type, the filtering screen shows only the company and name of each contract. This is illustrated by the first screenshot below: You can add any number of data fields to this grid, as illustrated by th...
Does Synaptic Research “run in offline mode”?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

No. You need an internet connection to use Synaptic Research. (This guarantees that you always have access to all your work, regardless of which computer you did the research on, and that you are seeing the latest product and data. It also ensures t...
What fund reports can I produce?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

You can generate suitability reports for fund research in exactly the same way as for product research: you use the Report link on the menu bar of either the filtering screen or the ranking screen. As ever, it is worth bearing in mind that...
How do I retrieve research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

Once research has been started on Synaptic it will be automatically saved if you need to leave the software. To retrieve the research, from the Home Page , navigate to the Recent tab: Here you will find the last twenty pieces of research t...
What is the layout of the filtering screen?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Getting Started

The filtering screen provides access to a wide variety of functionality. The key parts of the screen are illustrated by the numbers in the screenshot below, and are described below. 1. The menu bar Like all other pages in the...
How do I carry out file-checks?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

File-checks allow designated users – usually compliance officers – to inspect the research created by other members of their firm.(This only applies to client-focused research. Product-focused research cannot be viewed in a file-check.) You can sta...