The menu bar on the software’s home page provides access to a number of other tools within the software. Each of these is described in a separate section below. The tools which are listed depend not only on which modules of the software your firm h...
See the Getting Started section for a brief introduction to the software. There are three main facilities available from the software’s home page. These are illustrated by the numbered areas in the screenshot below: 1. A...
Your browser does not support HTML5 video. Tailor your client’s specific needs using the Ethical Fact Find within Synaptic Product & Fund Research. Select funds according to what they want to support or avoid. ...