Popular Articles

  1. The home page

    See the Getting Started section for a brief introduction to the software.  There are three main facilities available from the software’s home page. These are illustrated by the numbered areas in the screenshot below:   1.        A...
  2. How do I search for fund factsheets?

    This article explains how fact sheets can be produced from Synaptic Research for  Contracts, Companies and Funds. Within Synaptic Research there is the ability to produce fact sheets for current  Contracts, for Companies  who are present on th...
  3. Do you integrate with other software?

    Synaptic Research can be integrated with any other software– back-office client management systems, extranets, quote portals, etc. The integration is two-way: client and other data can be passed in to pre-populate Synaptic Research, and all reports...
  4. How is Synaptic Research beneficial to Product providers?

    Synaptic Research gives product providers access to competitor-analysis and product-shaping information in a system which is fully functional, fast, and easy to use. No need to shunt data out into Excel for manual analysis or reporting – though an...
  5. How are the ranking scores calculated?

    The ranking scores for each item are calculated by taking the values for the item (e.g. surrender values), placing them in order, and then allocating scores to each contract based on their position in the ranked list. If there are 10 contracts, the...
  6. Do you have any browser hints and tips?

    Security, privacy, and pop-up window settings The Browser configuration section describes the browser settings which are required in order to be able to use Synaptic Research. Printing The best way of printing pages in the software is to use ...
  7. How do I update my Webline password in the Synaptic Suite?

    To access Synaptic Webline through the Synaptic Suite, you will need to add your username and password with the Webline tab. Navigate to www.synaptic.co.uk . To logon onto the Synaptic Suite, click on the icon below: Enter your logon...
  8. How do I add my agency codes?

    This article explains how to add your Agency Codes into Synaptic Research so that the link with Webline can be used.  As long as your Webline username and password are recorded in Synaptic Research, you will be able to use the link between the two ...
  9. What is Ranking?

    Within Synaptic Research you have the ability to filter - which is to remove all contracts that don't meet the client's requirements. Ranking is done if there is more than one contract left, once filtering has been completed, to help decide which is...
  10. How do I update my Product & Fund research password in the Synaptic Suite?

    To access Synaptic Product & Fund Research through the Synaptic Suite, you will need to add your username and password with the Product & Fund tab . Navigate to www.synaptic.co.uk . To logon onto the Synaptic Suite, click on the icon below:...