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The filtering process above describes how to research a product type, and eliminate any contracts which do not meet a client’s requirements. At the end of that stage the whole-of-market is reduced to those contracts which are capable of fulfilling t...
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The left-hand side of the grid screen shows all the fields of data which are recorded about the contracts, divided up into tabbed groups.(The fields and tabs which are available depend on the type of contract.) Features tab The first, Featur...
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This screen is the heart of Synaptic Research. On the right-hand side it starts by showing all the contracts for the type of product being researched. On the left it shows all the fields of data which Synaptic collects about those contracts, divided...
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All research which you carry out in Synaptic Research is automatically stored. You don’t have to click on any sort of save button to store your work. (And, if you lose your connection to the internet halfway through your research, you won’t lose a...
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Once you have created a ranking system which matches the client’s requirements, click on the Report tool above the ranking results, below the page’s title. This displays the screen illustrated by the first screenshot. The first step is to pick...
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You can view all your firm’s users by clicking on the User list link on the menu bar of the home page. This link is hidden unless either (a) you are an administrator for your firm, or (b) you have been given the ability to carry out file-checks. ...
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This video provides a walkthrough of how to conduct research using a specific fund promoter or by selecting funds linked to a specific contract. All information contained within this video is fictitious. Any resemblance to real persons, living or d...
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The filtering screen provides access to a wide variety of functionality. The key parts of the screen are illustrated by the numbers in the screenshot below, and are described below. 1. The menu bar Like all other pages in the...
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As described in the overview, Synaptic’s core research process is as follows: Choose the type of product to research. Enter client details , and any benefits/contributions which are applicable to the type of product. View information about t...
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Synaptic Research behaves like a normal web site – you can use your browsers Back , Forwards , and Refresh buttons in the usual way. All pages have the same general layout: There is an icon in the top left corner (indica...