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You can view all your firm’s users by clicking on the User list link on the menu bar of the home page. This link is hidden unless either (a) you are an administrator for your firm, or (b) you have been given the ability to carry out file-checks. ...
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Synaptic Suite Fund User Guide.pdf
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Your ability to create new user accounts depends on the type of licence you have bought for Synaptic Research. If you have only paid for the basic edition of the software then you may not be able to create new accounts. The top section of the main ...
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When performing research into some products (mostly price-led contracts such as term assurance, CIC etc.), Synaptic provides the valuable option of retrieving live quotations so that you can perform research using features AND pricing at the sam...
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How to fix 'agency number mismatch' on Webline
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If a fund has an ethical policy, its factsheet will include a green marker at the bottom of the first section which gives the basic details of the fund. This is illustrated and highlighted in the first screenshot. Clicking on the link in this bo...
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As well as – or instead of – filtering on sectors, you can also eliminate contracts which do not offer specific linked funds. The functionality for doing this is at the bottom of the sectors list. In the first screenshot, contracts are being eli...
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There are 7 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Risk rating - Risk rated funds and portfolios Modeller - an investment planning and risk profiling tool. Comparato...
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How to check your Webline settings if there are no quote response
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Figures used in fund factsheets in Synaptic Research are on a bid-to-bid basis. Figures used in product research – i.e. for ranking etc. –are on a bid-to-bid basis. Ranking calculations take account of annual management charges only. Bid-Offer s...