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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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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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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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When you start new research into a product type, the list on the right-hand side of the screen includes all the contracts held in Synaptic’s database (unless your firm has asked Synaptic to trim the data down e.g. to implement a multi-tie or panel)....
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You can now filter Stocks and Shares ISAs by contracts that allow for investment in the Alternative Investment Market. Start by navigating to the Investment Tab Select ' Stocks and Shares ' from under ' Individual Savings Accounts '. Ente...
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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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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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Each piece of research is automatically given a title, based on the product type and the client’s details (if any). You can change the title of the research to make it more memorable using the Change title link on the menu bar. There are a number...