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Synaptic Research is designed to run on the following platforms (and all later versions of each browser): Windows Internet Explorer 6.0, 7.0 (recommended) 8.0 or 9.0 Firefox 1.0 or 2.0, 3.0 or 6.0 Netscape 7.0 Google Ch...
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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: &nbs...
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Synaptic Research can be integrated with any other software– back-office client management systems, extranets, quote portals, etc. The integration is two-way: client and other data can be passed in to pre-populate Synaptic Research, and all r...
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If your firm has paid for the additional functionality, bespoke templates can be created using a copy of Synaptic’s Report Manager Software. The templates are then uploaded from the desktop into Synaptic Research. Multiple templates can be cr...
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Security, privacy, and pop-up window settings The Browser configuration section describes the browser settings which are required in order to be able to use Synaptic Research. Printing The best way of printing pages in the software is to use ...
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You can access Account Settings via the Name tab on the top right of Synaptic screen. From here you can associate your Unipass or enter your sign in details for associated applications. Once selected, you will be presented with 4 options, as the...
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Within Synaptic Research you have the ability to filter - which is to remove all contracts that don't meet the client's requirements. Ranking is done if there is more than one contract left, once filtering has been completed, to help decide ...
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There are three ways in which portfolios can be used for graphing: Graphing the performance of the portfolio as a whole You can graph the performance of the portfolio as a whole in two ways: Click on the Portfolio link to view the po...
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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 w...
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You can add cash ISA into the holding area in two different ways; either as an account or as a plan. Accounts are simply a bank account and are hard coded to be made of cash in terms of the asset class. They will always therefore be valid to be inc...