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Presets take effect when the user starts a new piece of research. The preset criteria are copied into the adviser’s research at outset.They are also locked, if the compliance officer chooses this option. Changes by the compliance officer to the pre...
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As described above, you can create more than one set of presets for each product type. In the example illustrated by the screenshot below, there are three groups of presets defined for Personal Pensions, based on risk (and you could create a fourth ...
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The Copy link on the menu bar creates a new piece of research based on the current research – i.e. new research containing all the same filtering, grid fields, client details, ranking etc. which the current research has. (You can also create a co...
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Once you have added fields to the research grid you can change the order of the columns by clicking on the Options link in the top right of the grid, and then choosing the Change field order link. This displays the pop-up window illustrated by t...
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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...
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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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You can use old research as a template for starting new research. There are two slightly different ways of doing this: creating a copy of the old research, and importing the old research into new research. Copying old research You can create a c...
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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 ...
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Each piece of research is automatically given a title, based on the product type and the client’s details (if any). You can change the title of the research to make it more memorable using the Change title link on the menu bar. There are a number...
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The asset allocation graph shows a pie chart of a fund’s industry/sector holdings. It can be used either to illustrate the holdings of a single fund or to compare the holdings of multiple funds. In the example screenshot below a typical UK growth fu...