Updated Articles

  1. How is the cumulative performance graph calculated?

    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...
  2. Do you integrate with other software?

    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...
  3. Can I lock features within preset criteria?

    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...
  4. What fund sectors do you have on Synaptic Research?

    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 ...
  5. Can I flip the grid in the filtering screen?

    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 ...
  6. How do I find contracts, providers, funds, and clients?

    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...
  7. What are the benefits of using Synaptic Research?

    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...
  8. How do I filter on features?

    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...
  9. 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...
  10. 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...