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You can see everything you’re currently filtering on – and why specific contracts are being excluded – using the audit trail. If you make a recommendation to a client which they turn down – e.g. that they need waiver of premium – you can redu...
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Synaptic Research obviously responds faster if there are fewer funds which it needs to display in the grid. Therefore, wherever possible, it’s best to set up filtering, using the Features and Stats tabs, before you add funds to the g...
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The Resource Centre is a selection of useful documents, tools, and links to web sites. Its contents are constantly updated in line with industry events, but examples include: Critical illness definitions. Ethical investment informatio...
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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...
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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...
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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. ...
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Synaptic Suite Product User Guide.pdf