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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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You define the settings for a portfolio using the Portfolio link in the menu bar of your manual fund list. This lets you enter three pieces of information: the holding in each fund; how to value the holdings; and the benchmark to compare the o...
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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...
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Preset criteria , as described above, allow compliance officers to enforce their minimum requirements – e.g. that all recommendations of personal pensions must include PPI. The system’s sharing functionality is different: it provides a way for com...
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A full contract factsheet, as described above, includes a section showing all the linked funds available on the contract. However, this information can also be obtained in a more concise form on a separate screen – i.e. a screen which only shows th...
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This article explains how to produce a Suitability Report for multiple pieces of research. To be able to use this part of Synaptic, the Multiple Report licence on Synaptic is required. If you do not have this please contact our Customer services te...
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The research grid, including all the data fields you have added, can be saved in PDF form using the Save as PDF link on the menu bar. The grid can also be exported in CSV format (for opening in Microsoft Excel) by clicking on the Export...
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N.B. This graph is very difficult to read with more than one fund on it. It is only really designed to inspect a single fund. The distribution of returns shows the pattern of the fund’s returns each month over the chosen period. The system looks ...
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Compliance officers can force users to filter on criteria which they regard as essential – for example, Pension Premium Insurance – by creating preset criteria. This is covered in full in the section below on compliance tools. Compliance of...