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It may be useful to note the following minor differences between product and fund research – facilities which work differently, or which are not available on fund research: A grid of fund research cannot be flipped. It can only be displayed in its...
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Synaptic Research uses mutual fund and index data supplied by FE Fundinfo. FE Fundinfo is a data company which specialises in the collection, validation, dissemination and analysis of fund information. It supplies more than half of all UK fund man...
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The cumulative graph shows the performance of a £1,000 lump sum investment over the chosen time period. (If you want to graph a value other than £1,000, use the portfolio value graph instead.) You can change the time period, and choose to includ...
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Synaptic Research can be integrated with any other software– back-office client management systems, extranets, quote portals, etc. The integration is two-way: client and other data can be passed in to pre-populate Synaptic Research, and all reports...
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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...