Updated Articles

  1.  Synaptic Pathways - Investment Pathways

    Your browser does not support HTML5 video. How to view Discretionary Fund Managers, Insurance Distribution Directives, Multi-Assets, Model and Bespoke Portfolios within the Investment Pathways area ...
  2.  Comparison with Ex-ante - Review, Client Check-In and Report

    Your browser does not support HTML5 video. ...
  3. Investment Pathways - Discretionary Fund Managers, Multi-Asset & Insurance Distribution Directives

    Discretionary Funds Managers, Multi-Assets and Insurance Distributions Directives can be used as part of an Illustration. You are able to view the portfolio breakdown by clicking the eye to the left of the portfolio: If you would like ...
  4. Investment Pathways - Risk Ratings

    In our 6.7 release we have released granular risk ratings. You will be able to view Discretionary Fund Managers, Multi-Asset and Insurance Distribution Directive risk ratings by an additional decimal point: ...
  5.  Comparison with Ex-ante - Creating Research

    Your browser does not support HTML5 video. ...
  6. What is the best way to check if a specific fund is linked to a Contract?

    If you would like to see if a specific fund share class is linked to a contract, the best way is to view this through the Fund factsheet. On the Homepage, use the Quick find box. You can use the fund name or citicode to search: Once the fund fa...
  7. Why is no Quote link being displayed for a product type?

    The Quotes section above describes all the areas in which the system displays links to your quotation engine. There are three reasons why these quote links may not be displayed: You haven’t entered the details of your quote engine into your user a...
  8. Does Synaptic Research “run in offline mode”?

    No. You need an internet connection to use Synaptic Research. (This guarantees that you always have access to all your work, regardless of which computer you did the research on, and that you are seeing the latest product and data. It also ensures t...
  9. How long is stored research held on the system for?

    As described in the User Guide, Synaptic guarantees to store research on the system for at least 30 days. This is a minimum contractual requirement – it doesn’t mean that Synaptic will delete research on the 31st day and, at the moment, Synaptic has...
  10. What are the AIC sector changes for Investment Trusts?

    The Association of Investment Companies (AIC) has conducted a comprehensive sector review resulting in the creation of 14 new sectors and removal of 8 existing sectors.  Investment Trusts previously listed in sectors which have been removed have bee...