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The fund past performance data in Synaptic Research is supplied by FE, as described above. Synaptic are responsible for calculating some derived functions of the past performance such as alpha and beta. All fund data is as-at the most rece...
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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 infor...
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Synaptic Research gives product providers access to competitor-analysis and product-shaping information in a system which is fully functional, fast, and easy to use. No need to shunt data out into Excel for manual analysis or reporting – tho...
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This article explains how to send research to other named users on your licence. It is possible to send research between named users on a licence. To do this find the piece of research to be sent to a named user. Use the Send button o...
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This article explains how to add your Agency Codes into Synaptic Research so that the link with Webline can be used. As long as your Webline username and password are recorded in Synaptic Research, you will be able to use the link between the...
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When you start a piece of research, the filtering screen only displays the company and name of the contract: Any number of data fields can be added to the grid to view by simply selecting (clicking on) the field name from any of the tabs&nb...
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Synaptic Research uses two different types of fund classification in different contexts: Relative past performance figures such as quartile rankings and alpha are calculated in relation to the fund’s ABI or IA sector average. On the Sectors...
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The area on the right of the software’s home page lets you search for contracts, product providers, funds, and clients. You simply click on the tab for the type of search you want to do, and then enter the text to search for. The first screens...
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If an initial adviser fee has been set up in Setup area of Comparator and you see it on the Results screen, the report should display the initial adviser fee details under the heading ‘Calculation Assumptions’. This section of the re...
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Currently Modeller only allows reporting for one client at a time, so any joint reporting would need to be done on a single client basis initially and then combine the reports outside Modeller. All reports have been designed to be easy to copy and p...