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For most types of product, the system offers a choice of two Report Manager Templates (in addition to any bespoke ones your firm has created): Template Contents Research Report An appendix to a full suitability repor...
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N.B. When inspecting multiple funds, this graph is only available if all funds are in the same ABI/IMA sector. The sector position graph shows a fund’s performance in each discrete 12-month period versus the spread of returns in its sector, a...
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The research grid, including all the data fields you have added, can be saved in PDF form using the Save as PDF link on the menu bar. The grid can also be exported in CSV format (for opening in Microsoft Excel) by clicking on the Export...
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Designated users have the ability to mark research as shared so that it can be imported by other users. You mark research as shared simply by clicking on the not shared link on the menu bar. You can stop sharing the research by clicking on the link...
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You can send your research to another user of the system. This is designed to cover three main scenarios: Advisers submitting research to a compliance officer. Paraplanners exchanging work with their advisers. Communication between me...
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You can send your research to other users. They can then view it, amend it, and send it back (or even forward it on to other people). This functionality is designed to cater for three main scenarios: Advisers submitting research to a compliance...
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The results of the Fund Picker – i.e. your chosen selection of funds – must be saved using the Save list button which is highlighted in the screenshot below. The list of selected funds is then included in any suitability reports which y...
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Quick Report templates open in your web browser, as illustrated by the first screenshot. You can then simply print the report, or use the link in the menu bar to save it in PDF form. The system’s standard Quick Report template consists of...
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The quartile ranking graph shows a plot of a fund’s quartile rankings within each discrete 12-month period. In the first example screenshot below, the fund has been a top-quartile performer in 7 out of the 10 periods. A similar plot...
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Firms who subscribe to both the product and fund modules of Synaptic Research have a choice: you can either use the Fund Picker as a quick and simple way of selecting the funds to recommend on a contract, or you can use the Fund Research link in or...