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This article explains how fact sheets can be produced from Synaptic Research for Contracts, Companies and Funds. Within Synaptic Research there is the ability to produce fact sheets for current Contracts, for Companies who are present on th...
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The software’s home page provides access to a number of areas of the system: The Home tab, containing news about products, companies and information on Synaptic products and training, plus the range of product areas (as many as seven), plus the Fi...
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Six simple tips to help you navigate around Synaptic Research: The icon in the top left corner of each page always acts as a link back to the software’s home page (illustrated by 1 in the screenshot to the right). The most commonly-used action...
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You can add a field to the grid of contracts simply by clicking on its name in the tabbed box on the left-hand side of the screen. The first screenshot shows a (filtered) grid of contracts containing three different types of field. You can remov...
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The section above describes how the grid of contracts can be filtered to remove contracts which don’t meet particular conditions. However, it’s also possible to select manually the contracts which you want to research – either instead of, or as wel...
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You can view a factsheet for an individual contract simply by clicking on its name in the grid (clicking on the company name displays a factsheet for the provider). The contract factsheet is illustrated by the first screenshot, and can be saved in P...
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To log into the Synaptic Suite you will need to do the following: Navigate to http://www.synaptic.co.uk/ Scroll down to the login icons, click on 'Synaptic', as seen below: This will open the Synaptic Suite logon page: Enter your deta...
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To access Synaptic Product & Fund Research through the Synaptic Suite, you will need to add your username and password with the Product & Fund tab . Navigate to www.synaptic.co.uk . To logon onto the Synaptic Suite, click on the icon below:...
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There are 7 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Risk rating - Risk rated funds and portfolios Modeller - an investment planning and risk profiling tool. Comparato...
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You start a new piece of research by choosing a product type on the software’s Home page. This displays the client-entry screen illustrated by the first screenshot. You can then choose between two types of research: · ...