-
The Sectors tab shows all the sectors in which any of the contracts offers a linked fund. The software offers a choice of two sectors definitions, FE or IMA/ABI/AIC. The latter provides the well-known but less detailed sector definitions. FE Glo...
-
A list of all current special offers is available from the Resource Centre. (If your firm has paid for access to the special offer data, but not the Resource Centre, then the link to the special offers page is instead displayed on the men...
-
Preset criteria can only be created by designated users. There are two applicable settings in the details for a user account: Allow this user to create preset criteria for the whole firm. Allow this user to create personal preset criteria. ...
-
By default, the grid of contracts is sorted by company name and then by contract name. The field on which the grid is currently sorted is highlighted in a darker blue. You can sort the grid on a different column simply by clicking on the column...
-
Fund research can be ranked in the same way as product research: you click on the Ranking link in the menu bar of the grid page, and then define a ranking scheme. This is effectively a sophisticated “weighted sort”: you can build league tabl...
-
You can send your research to another user of the system. This is designed to cover three main scenarios: Advisers submitting research to a compliance officer. Paraplanners exchanging work with their advisers. Communication between me...
-
It may be useful to note the following minor differences between product and fund research – facilities which work differently, or which are not available on fund research: A grid of fund research cannot be flipped. It can only be displayed in its...
-
The monthly premium graph shows the performance of a £100 monthly investment into the fund(s) over the chosen time period. One of its uses is to demonstrate to clients the potential benefits of pound-cost averaging. Performance will obviously be...
-
You can re-use the filtering you’ve already created in a piece of existing research by importing it into the research you’re currently carrying out. You can also import shared research which has been created by your compliance officer. You do th...
-
This article explains how to share research with other named users within your licence. Any research that has been produced within Synaptic Research can be shared with other named users within your licence. The benefit of this is that if any of yo...