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Do you have a link to quote engines?

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

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...
How is the annual premium graph calculated?

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

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...
Adding columns to the grid of contracts

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

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...
Who supplies your data?

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

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...
Can I create new research based on existing research?

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

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...
Introduction to filtering

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

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...
What are the differences between product-focused and client-focused research?

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

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 ...
How do you use the field chooser?

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

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...
Can I flip the grid in the filtering screen?

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

N.B. Flipping the grid only applies to product research. It is not available on fund research. When you are dealing with a small number of contracts, and a large number of data fields, it can be easier to view the grid in a “flipped” orientation ...
How is the sector position graph calculated?

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

N.B. When inspecting multiple funds, this graph is only available if all funds are in the same ABI/IMA sector. The sector position graph shows a fund’s performance in each discrete 12-month period versus the spread of returns in its sector, a...