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Can I give users the ability to create preset criteria?

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

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. ...
Where can I find Special offers?

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

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

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

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...
What are the differences between fund research and product research?

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

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...
Can I send research to other users?

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

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...
How is the monthly 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 £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...
How do I import filtering from old research?

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

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...
Can I share my research?

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

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...
How do I filter on field values in the grid?

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

When you have added a data column to the grid you can then filter the grid by clicking on values in the column. For example, in the first screenshot, clicking on the highlighted “Yes” value (or any of the other Yes values below it) would add filteri...
How do I start Product Focused Research?

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

Research can either be 'Product focused' or 'Client focused'. This article will explain how to start a piece of 'Product focused' research, sometimes known as generic research. Please refer to 'How do I start client focused research?' for more info...