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Your research is automatically stored on Synaptic’s servers. These are both resilient and secure, but we recommend that you download PDF reports etc. describing your research for your own backup purposes. However, please note that your research its...
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Once research has been started on Synaptic it will be automatically saved if you need to leave the software. To retrieve the research, from the Home Page , navigate to the Recent tab: Here you will find the last twenty pieces of research t...
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The Sectors tab shows all the sectors in which any of the contracts offers a linked fund. Synaptic offers a choice of two sector definitions, FE (Financial Express) or IMA/ABI/AIC. The latter provides the well-known but less detailed sector defin...
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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. This can be done by selecting one of the options at the bottom of the Sectors tab: Selecting funds individually Funds c...
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If, when doing research for a particular product, you always choose the same basic criteria then you could save yourself time and set these up as Preset Criteria . Presets can be set up on a Personal basis (just for you to use) or a Company basis ...
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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....
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When you first start research into a product type, the filtering screen shows only the company and name of each contract. This is illustrated by the first screenshot below: You can add any number of data fields to this grid, as illustrated by th...
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The Past Performance ( PP) tab shows the same list of sectors as the Sectors tab. Note - the sector classification shown on the PP tab will follow the sector classification choice made on the Sectors tab. If no sector classification choice ha...
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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...
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Once a piece of product research has been worked through to Reports and the contract to be recommended has been selected, there will be a button called Fund Picker . Click on this and you will get the following options: 1) Choose a sector an...