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Grid of contracts

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

This screen is the heart of Synaptic Research. On the right-hand side it starts by showing all the contracts for the type of product being researched. On the left it shows all the fields of data which Synaptic collects about those contracts, divided...
How do I create a Company factsheets

Last Updated: 26/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

A company factsheet shows information about a product provider. It consists of four sections, illustrated by the screenshot below: The company’s description of themselves. Head-office contact details. A list of the products offered by the com...
Introduction to filtering

Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The Filtering screen is the first stage of every piece of research performed in Synaptic Research. On the right hand side of the screen it will display all the contracts for the type of product being researched. On the left hand side it shows all th...
How do I find old research?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

All research within the system is automatically stored . Therefore, you don’t have to click on any sort of save button to tell the system to keep your work. Unless you deliberately delete old research, all the work you’ve done in the past 30 days c...
Can I share research?

Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
Income Analysis Research - Income Requirements

Last Updated: 13/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Getting Started

There are two options for income requirements. These are a Level Income or a Profiled Income. Level income – if this option is chosen, then the annual figure specified will be assumed to be payable monthly in advance, with no escalation associ...
What is the difference between Quick reports and Suitability reports?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The final stage in the client-focused research process is to generate documentation for the client explaining which contract you are recommending, and why. N.B. Don’t forget that the system can be used to generate many other types of “repor...
How do I send research in Synaptic Research?

Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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 on the Menu...
Can I share portfolios?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

You also have the option of setting the ‘ Sharing ’ mode to either Private, Internal or Public as shown below. By setting the portfolio to one of the options, you will allow access to the portfolio to different User groups as defined below:...
I have tried logging in and now the site says I am logged out – why is this?

Last Updated: 07/12/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?

For security reasons, Comparator locks the user account for 15 minutes if the password / username combination is entered incorrectly three times in a row. This has been designed to prevent unauthorised access / misuse of any user accounts. You will ...