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Compliance officers can force users to filter on criteria which they regard as essential – for example, Pension Premium Insurance – by creating preset criteria. This is covered in full in the section below on compliance tools. Compliance of...
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Synaptic Research uses two different types of fund classification in different contexts: Relative past performance figures such as quartile rankings and alpha are calculated in relation to the fund’s ABI or IA sector average. On the Sectors tab ...
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N.B. Flipping the grid only applies to product research. It is not available on fund research. When you are dealing with a small number of contracts, and a large number of data fields, it can be easier to view the grid in a “flipped” orientation ...
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The area on the right of the software’s home page lets you search for contracts, product providers, funds, and clients. You simply click on the tab for the type of search you want to do, and then enter the text to search for. The first screenshot be...
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The key elements for financial advisers are clearly researching recommendations to clients, and generating documentation to support a recommendation: The key benefits to financial advisers are as follows: Speed and ease of use, but in a system wh...
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The Features tab shows Synaptic's analysis of all the features offered by the contracts being researched. You mark a feature as being essential for the client's requirements simply by ticking the box next to the feature's name. The grid is immedi...
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The Stats tab lists a variety of statistics about contracts - financial strength, investment flexibility in terms of linked funds and sectors, plus charges and premium information about contracts (all dependent on the type of product). For example...
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You can remove all the filters you have selected at once by selecting (clicking on) Clear all filters from the bottom of the features list in the Filtering screen: This simply removes all the filtering and refreshes the screen. However, it doe...
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As well as (or instead of) filtering the grid of contracts, you can also manually select contracts to be excluded. Note - Manual exclusion only applies to product research. It is not available on fund research. You can specify the contracts to e...
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When you start a piece of research, the filtering screen only displays the company and name of the contract: Any number of data fields can be added to the grid to view by simply selecting (clicking on) the field name from any of the tabs on the ...