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Synaptic Research gives compliance officers an unrivaled ability to enforce standards across their organisation, monitor the advice which is being given, and to lower compliance risk. Enforce templates for suitability reports and other reports acr...
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The Comparison link on the menu bar of the filtering page shows every single field about the contracts remaining in the research grid. For example, it can be used to generate complete comparisons of a specific group of contracts (e.g. competitor ana...
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A company factsheet shows information about a product provider. It consists of four sections, illustrated by the screenshot below: The company’s description of themselves. Head-office contact details. A list of the products offered by the com...
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You can see which contracts a group of funds can be bought through using the Availability link in the menu bar. This link is displayed on both the filtering and ranking-results pages. Clicking on the Availability link displays a pop-up window w...
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The best/worst returns graph shows a fund’s average annual return over the chosen period versus the range from its best to worst returns over the last 10 years. (Note that the best-worst range always looks at the full 10 years regardless of the time...
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Fund research starts at the same filtering/grid screen as product research. The principle is exactly the same as for product research: you can filter funds out by selecting features, and by specifying values for fields on the Stats tab (e.g. remov...
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You can now filter Stocks and Shares ISAs by contracts that allow for investment in the Alternative Investment Market. Start by navigating to the Investment Tab Select ' Stocks and Shares ' from under ' Individual Savings Accounts '. Ente...
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The Synaptic Research home page provides access to a number of areas. The software will always open on the Home tab, containing news about products, companies and information on Synaptic products and training. The following seven tabs will give yo...
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Security, privacy, and pop-up window settings The Browser configuration section describes the browser settings which are required in order to be able to use Synaptic Research. Printing The best way of printing pages in the software is to use ...
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Synaptic Research should normally not require you to make any changes to your browser configuration. For example, it should be possible to go into pretty much any internet cafe, type in the software’s URL, and start using it. There are no component...