Popular Articles

  1. How is the annual performance graph calculated?

    The annual performance graph shows the fund’s performance in each discrete 12-month period to date. It is similar to the graph which is included in fund factsheets, and meets the FCA’s requirements for fund advertising (though this regulation only a...
  2. Re-opening old research

    All research which you carry out in Synaptic Research is automatically stored. You don’t have to click on any sort of save button to store your work. (And, if you lose your connection to the internet halfway through your research, you won’t lose a...
  3. Do I need to configure my browser to use Synaptic Research?

    Synaptic Research should normally not require you to make any changes to your browser configuration. For example, it should be possible to go into pretty much any internet cafe, type in the software’s URL, and start using it. There are no component...
  4. How do I build grids and filtering contracts?

    The filtering screen provides access to a wealth of functionality. The simplest overview of it is a description of the screen’s layout see article: The layout of the filtering screen. This area of the software doesn’t just handle filtering of th...
  5. How can I create market research?

    Synaptic Research can be used for any number of generic research purposes, as well as for providing advice to clients: Build spreadsheet-style grids of data which can be filtered and sorted near-instantly regardless of their size. Compare specifi...
  6. Can I change the administrative password for our account?

    When your firm subscribes to Synaptic Research you will be given an administrative user account for modifying your firm’s details. We recommend that you change the password on this account as soon as possible. You simply log in as the administrator...
  7. Can I create bespoke Report Manager Suitability report templates?

    If your firm has paid for the additional functionality, bespoke templates can be created using a copy of Synaptic’s Report Manager Software. The templates are then uploaded from the desktop into Synaptic Research. Multiple templates can be created ...
  8. What browser software can I use?

    Synaptic Research is designed to run on the following platforms (and all later versions of each browser): Windows Internet Explorer   6.0, 7.0 (recommended) 8.0 or 9.0 Firefox 1.0 or   2.0, 3.0 or 6.0 Netscape 7.0 Google Chrome   15....
  9. Can you edit Suitability reports?

    Synaptic Research can be used to generate anything from single-page summaries of research to full multi-page suitability reports which cover all regulatory requirements such as affordability, reviews, and attitude to risk. If your firm has pur...
  10. How do I setup Preset Criteria?

    Preset criteria allow compliance officers to apply (orenforce, if required) standards across their organisation. For example: Contract features which must be recommended to a client (e.g. PPI on personal pensions). Other conditions w...