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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...
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All research within Synaptic Research is automatically stored. Therefore, if you don’t want to keep a piece of research you have to explicitly delete it. This can be done using the Delete link on the menu bar. Alternatively, you can delete multip...
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As described above, you can create more than one set of presets for each product type. In the example illustrated by the screenshot below, there are three groups of presets defined for Personal Pensions, based on risk (and you could create a fourth ...
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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...
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Research can either be 'Client focused' or 'Product focused'. This article will explain how to start a piece of 'Client focused' research. Please refer to 'How do I start product focused research?' for more information on product focused research. ...
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Synaptic maintains a list of all the fund links available on investment contracts. This information can then be used for a wide variety of analysis and reporting: List all the funds available on a specific contract (including wrap platforms). Lis...
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The Copy link on the menu bar creates a new piece of research based on the current research – i.e. new research containing all the same filtering, grid fields, client details, ranking etc. which the current research has. (You can also create a co...
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Synaptic has over fifteen years of experience of providing tools to financial advisers which enable them to research new business quickly and efficiently, and to document their recommendations. Synaptic Research continues to model “best practice” r...
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Synaptic Research gives compliance officers an unrivaled ability to enforce standards across their organisation, monitor the advice which is being given, and to lower compliance risk. Enforce templates for suitability reports and other reports acr...
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All clients and pieces of research are automatically stored in Synaptic Research – there are no Save buttons which need to be clicked (and research has to be explicitly deleted if you no longer want it). Synaptic guarantees to store old resear...