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You can remove all the filters you have put in place, in one go, by clicking on the Clear all filters button at the bottom of the list of fields. This simply removes the filtering and refreshes the screen. However, it does not remove any filteri...
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Synaptic categorises types of products using a three-tier hierarchy: Group e.g. Pension Income, Investments Type e.g. Annuity, ISA Sub-type(or “basis”) e.g. Cash ISA, Stocks & Shares ISA, Purcha...
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The full fund research functionality is only available if your firm subscribes to both the product and fund research modules of Synaptic Research. The following table shows which elements of the fund functionality are included in which modules: ...
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Presets take effect when the user starts a new piece of research. The preset criteria are copied into the adviser’s research at outset.They are also locked, if the compliance officer chooses this option. Changes by the compliance officer to the pre...
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The Quotes section above describes all the areas in which the system displays links to your quotation engine. There are three reasons why these quote links may not be displayed: You haven’t entered the details of your quote engine into your user a...
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You can send your research to other users. They can then view it, amend it, and send it back (or even forward it on to other people). This functionality is designed to cater for three main scenarios: Advisers submitting research to a compliance...
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You can view a definition of a field by clicking the right mouse button over a field name and choosing Show definition from the pop-up menu. Notes about contracts can be viewed in two ways: Right-click over a contract name in the grid and choose...
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Once you have researched a list of contracts they can be ranked into a league table. You simply click on the Ranking tool in the menu bar at the top of the filtering screen, as illustrated by the screenshot below. (N.B. Ranking is...
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The graph of returns each month simply shows the fund's percentage gain/loss each month as a series of columns. The spikiness of the graph is obviously one indicator of volatility. You can choose to include the sector average or a stock...
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Synaptic’s comprehensive market research can be used to establish panels and/or lists of approved products. Panels can be based on either of the following two things, or a combination of them: A manual selection of approved contracts. ...