Updated Articles

  1. Can I produce a Portfolio report?

    You can generate a report about a portfolio by viewing the portfolio settings and then clicking on the Report button at the bottom of the pop-up screen. The report about a portfolio consists of the following parts: The name of t...
  2. How is the performance vs. volatility graph calculated?

    The performance vs. volatility graph shows a plot of a fund’s annualised performance (on the X axis) versus its volatility over the same period (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as i...
  3. Can I share research?

    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...
  4. Can I send research to other users?

    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...
  5. Can I send research between users?

    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...
  6. How do I save results from the fund picker and include it in reports?

    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...
  7. What is in the Quick reports and can they be edited?

    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...
  8. How is the quartile ranking graph calculated?

    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...
  9. Do I use the Fund Picker or research into linked funds?

    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...
  10. How do you use the field chooser?

    The section above describes how to add fields to the grid one-by-one. However, if you want to add lots of fields at once it is much more convenient to use the  Field chooser – click on the Options link in the top right of the grid, and...