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The Investment Association (IA) have renamed the IA Money Market sector to IA Standard Money Market. All funds previously listed in IA Money Market can be located within the newly named sector. As sectors are listed alphabetically in Synaptic Produ...
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Research can either be 'Client focused' or 'Product focused'. This article will explain how to start a piece of 'Client focused' research. Please refer to 'How do I start product focused research?' for more information on product focused research. ...
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Here are some tips when filtering contracts and where relevant, funds: You can see everything you are currently filtering on and why specific contracts/funds are being excluded by using the Audit Trail If you make a recommendation to a client whi...
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The policy conditions tab shows conditions such as minimum initial ages, minimum investments, various types of charging etc. The list of policy conditions can include two types of fields - numeric fields which can be filtered and textual fields whi...
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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....