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All research within the system is automatically stored . Therefore, you don’t have to click on any sort of save button to tell the system to keep your work. Unless you deliberately delete old research, all the work you’ve done in the past 30 days c...
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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 ...
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The Synaptic Research home page provides access to a number of areas. The software will always open on the Home tab, containing news about products, companies and information on Synaptic products and training. The following seven tabs will give yo...
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Six simple tips to help you navigate around Synaptic Research: The icon in the top left corner of each page always acts as a link back to the software’s home page (illustrated by 1 in the screenshot to the right). The most commonly-used action...
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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...
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Synaptic Research obviously responds faster if there are fewer funds which it needs to display in the grid. Therefore, wherever possible, it’s best to set up filtering, using the Features and Stats tabs, before you add funds to the g...
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The results of the Fund Picker – i.e. your chosen selection of funds – must be saved using the Save list button which is highlighted in the screenshot below. The list of selected funds is then included in any suitability reports which y...
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The filtering process above describes how to research a product type, and eliminate any contracts which do not meet a client’s requirements. At the end of that stage the whole-of-market is reduced to those contracts which are capable of fulfilling t...
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The Features tab shows Synaptic’s analysis of all the features offered by any of the contracts being researched. You mark a feature as being essential for the client’s requirements simply by ticking the box next to the feature’s name. The grid...
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A contract factsheet shows all the information which Synaptic records about a contract. It consists of some or all of the following sections – some sections are not applicable to some types of product. Special offer Any special offer current...