Updated Articles

  1. How do I filter on Statistics?

    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...
  2. Can I remove all filtering within a piece of Research?

    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...
  3. How do I manually exclude contracts?

    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...
  4. How do I filter using a grid of contracts?

    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 ...
  5. How do I create Multiple Reports on Synaptic Research?

    This article explains how to produce a Suitability Report for multiple pieces of research. To be able to use this part of Synaptic, the Multiple Report licence on Synaptic is required. If you do not have this please contact our Customer services te...
  6. I can't log into Synaptic Product & Fund Research - Why?

    Common issues which may occur when logging into Synaptic Product & Fund research Research:- When clicking through to Synaptic Product and Fund Research through the synaptic suite, you receive a error:            This indicates your username a...
  7. What information is in the fund factsheets?

    Fund factsheets show four types of information about a fund: Basic details such as management group, sector, and fund size. Past performance, including derived functions of past performance such as quartile rankings, alpha FE Crown ratings. Ass...
  8. How do I find old research?

    All research within the system is automatically stored . Therefore, you don’t have to click on any sort of save button to tell the system to keep your work. Unless you deliberately delete old research, all the work you’ve done in the past 30 days c...
  9. What are the differences between Client Focused and Product Focused Research?

    'Client Focused' research is where you enter the client details and (depending on the type of product) details of the policy benefits/contributions. 'Product Focused' research is where you simply skip this information, in order to carry out general ...
  10. Can I create an audit trail?

    The audit trail records all the contracts and criteria that has been selected. It clearly shows what contracts have been excluded and what criteria selected excluded them. The audit trail is only available in the Filtering screen and can be access ...