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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...
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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...
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You can use old research as a template for starting new research. There are two slightly different ways of doing this: creating a copy of the old research, and importing the old research into new research. Copying old research You can create a c...
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You can add a field to the grid of contracts simply by clicking on its name in the tabbed box on the left-hand side of the screen. The first screenshot shows a (filtered) grid of contracts containing three different types of field. You can remov...
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Links to quote engines such as Exweb or Webline are only available if you have recorded your user details for the quote engine in your Synaptic Research account. Once you have done this, quotes become available from the following areas of th...
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Synaptic Research uses mutual fund and index data supplied by Financial Express Limited. Financial Express is a data company which specialises in the collection, validation, dissemination and analysis of fund information. It supplies more than hal...
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The monthly premium graph shows the performance of a £1,200 annual investment into the fund(s) over the chosen time period. The graph obviously shows an upward spike in value every 12 months when a new premium is invested. The illustrative value...
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The section above describes how to add fields to the grid one-by-one. However, if you want to add lots of fields at once it is much more convenient to use the Field chooser – click on the Options link in the top right of the grid, and...
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As described above, client-focused research is where you enter client details and (depending on the type of product) details of policy benefits/contributions. Product-focused research is where you simply skip this information, in order to carry out ...
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The Filtering screen is the first stage of every piece of research performed in Synaptic Research. On the right hand side of the screen it will display all the contracts for the type of product being researched. On the left hand side it shows all th...