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Once you have defined your ranking scheme, and clicked on Calculate, the system displays the resulting league table as illustrated by the screenshot below. This consists of a tab showing the overall scores for each contract, and then a separate tab...
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Synaptic Research covers all the life, pension and investment products which can be sold by independent financial advisers in the UK. The standard data available through the system is as follows, and is subject to frequent change in the light of in...
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The Comparison link on the menu bar of the filtering page shows every single field about the contracts remaining in the research grid. For example, it can be used to generate complete comparisons of a specific group of contracts (e.g. competitor ana...
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Synaptic Research provides a wide range of fund graphs, see below. (Please note that firms who have only subscribed to Synaptic Research’s product module only have access to the annual performance graph.) Cumulative performance Monthly premium ...
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Preset criteria can be created using the Preset criteria link on the menu bar of the home page. This displays the screen illustrated by the screenshot to the below. Presets can be created either at product-type level, applying to all sub-types...
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The software’s home page provides access to a number of areas of the system: The Home tab, containing news about products, companies and information on Synaptic products and training, plus the range of product areas (as many as seven), plus the Fi...
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The Fund Picker is a tool which is available on the list of linked funds for a contract. It is accessible from the page’s menu bar, as illustrated by the screenshot below: The Fund Picker takes the full list of funds which are available on the...
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Synaptic Research behaves like a normal web site – you can use your browsers Back , Forwards , and Refresh buttons in the usual way. All pages have the same general layout: There is an icon in the top left corner (indica...
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You can record notes about your research to remind you of key points, or to act as a to-do list. The note entry form is displayed as an extra tab above the list of fields, and is illustrated by the first screenshot below. You simply ente...
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Synaptic Research provides four types of fund research: Research into unit trusts, life funds, pension funds, and offshore funds and investment trusts. Research into all the funds offered by a single promoter (such as Fidelity or Merrill Lynch)....