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How do I find old research?

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

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...
Ranking contracts

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

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...
How do I select a Product Area to Research?

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

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...
Basic hints and tips

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

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...
How do I save results from the fund picker and include it in reports?

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

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...
Are there any tips when using fund research?

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

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...
What are the differences between Client Focused and Product Focused Research?

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

'Client Focused' research is where you enter the client details and (depending on the type of product) details of the policy benefits/contributions. 'Product Focused' research is where you simply skip this information, in order to carry out general ...
How do I filter on features?

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

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...
How is the cumulative performance graph calculated?

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

The cumulative graph shows the performance of a £1,000 lump sum investment over the chosen time period. (If you want to graph a value other than £1,000, use the portfolio value graph instead.) You can change the time period, and choose to includ...
What is the difference between Report Manager Suitability reports and Quick reports?

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

Report Manager Suitability report templates create documents which are downloaded for editing on your computer, in Microsoft Word or similar software. They have two advantages over Quick Reports: You have access to full word-processing function...