Updated Articles

  1. What are the different types of fund research?

    Synaptic Research provides four types of fund research:  Research into unit trusts, life funds, pension funds, and offshore funds and investment trusts. Research into all the funds offered by a single promoter (such as Fidelity or Merrill Lynch)....
  2. Are there any tips when filtering?

    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...
  3. Are there any tips when using fund research?

    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...
  4. What is the Resource Centre?

    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...
  5.  Quick Find Box - Company Tab

    Your browser does not support HTML5 video. ...
  6. Are there any tools available?

    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...
  7. The home page

    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...
  8. Synaptic Suite Product User Guide

    Synaptic Suite Product User Guide.pdf
  9. Synaptic Suite Fund Guide

    Synaptic Suite Fund User Guide.pdf
  10. Top Tip - Ethical Fact Find

    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. ...