Popular Articles | Page 12 | Synaptic Knowledge Base

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...
What data is within contract factsheets?

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

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...
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...
Can I generate multiple fund factsheets and graphs?

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

You can generate a factsheet for a single fund by clicking on its name in the grid. You can create a graph for the fund by right-clicking over the name and choosing Graph from the pop-up menu (or by opening the fund factsheet, and then choosing th...
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...
What is in the Quick reports and can they be edited?

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

Quick Report templates open in your web browser, as illustrated by the first screenshot. You can then simply print the report, or use the link in the menu bar to save it in PDF form. The system’s standard Quick Report template consists of...
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 ...
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 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...
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...