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How do I create Multiple Reports on Synaptic Research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
I can't log into Synaptic Product & Fund Research - Why?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
What information is in the fund factsheets?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
How do I find old research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
What are the differences between Client Focused and Product Focused Research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

'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 ...
Can I create an audit trail?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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 ...
How do I send research in Synaptic Research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

This article explains how to send research to other named users on your licence. It is possible to send research between named users on a licence. To do this find the piece of research to be sent to a named user. Use the Send button on the Menu...
Can I share my research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

This article explains how to share research with other named users within your licence. Any research that has been produced within Synaptic Research can be shared with other named users within your licence. The benefit of this is that if any of yo...
How do I start Product Focused Research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

Research can either be 'Product focused' or 'Client focused'. This article will explain how to start a piece of 'Product focused' research, sometimes known as generic research. Please refer to 'How do I start client focused research?' for more info...
Introduction to filtering

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

The Filtering screen is the first stage of every piece of research performed in Synaptic Research. On the right hand side of the screen it will display all the contracts for the type of product being researched. On the left hand side it shows all th...