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What is the difference between Report Manager Suitability reports and Quick reports?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

Report Manager Suitability report templates create documents which are downloaded for editing on your computer, in Microsoft Word or similar software. They have two advantages over Quick Reports: You have access to full word-processing function...
What data is within contract factsheets?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

A contract factsheet shows all the information which Synaptic records about a contract. It consists of some or all of the following sections – some sections are not applicable to some types of product. Special offer Any special offer current...
How can I create market research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
How do I carry out file-checks?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

File-checks allow designated users – usually compliance officers – to inspect the research created by other members of their firm.(This only applies to client-focused research. Product-focused research cannot be viewed in a file-check.) You can sta...
Re-opening old research

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Getting Started

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...
Basic hints and tips

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Getting Started

Six simple tips to help you navigate around Synaptic Research: The icon in the top left corner of each page always acts as a link back to the software’s home page (illustrated by 1 in the screenshot to the right). The most commonly-used action...
How is the sector position graph calculated?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

N.B. When inspecting multiple funds, this graph is only available if all funds are in the same ABI/IMA sector. The sector position graph shows a fund’s performance in each discrete 12-month period versus the spread of returns in its sector, a...
Can I generate multiple fund factsheets and graphs?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

You can generate a factsheet for a single fund by clicking on its name in the grid. You can create a graph for the fund by right-clicking over the name and choosing Graph from the pop-up menu (or by opening the fund factsheet, and then choosing th...
Can I distribute personal presets across the firm?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

As described above, we recommend that presets are initially created in personal mode, so that they only apply to you. You then distribute the presets across your firm once you have finished editing them. You can do this by clicking on the Change p...
Can I display factsheets from the data grid?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

The data grid provides quick access to factsheets about companies and individual contracts: Click on a company name in the grid for a company factsheet. Click on a contract name for a contract factsheet. In addition, you can right-click on the ...