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Once you have added fields to the research grid you can change the order of the columns by clicking on the Options link in the top right of the grid, and then choosing the Change field order link. This displays the pop-up win...
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Once research has been started on Synaptic it will be automatically saved if you need to leave the software. To retrieve the research, from the Home Page , navigate to the Recent tab: Here you will find the last twenty pieces of ...
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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...
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When accessing Setup , you will be shown the Organisation Structure screen. When an item within the Organisation column is clicked in the middle of the screen, the right hand side menu will show all the users logins, licences and roles assigned u...
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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...
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This area is accessed from the left hand menu underneath the Organisation Structure tab by selecting the Service levels tab under the Contacts section. Under this area there are four default service levels which can be changed to suit the need...
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No - this field can be overwritten.
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You can produce an individual fund fact sheet by clicking on the factsheet icon as shown below: You can also produce a portfolio factsheet by clicking on the Portfolio Factsheet button as shown below: You have the choice t...
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You can generate suitability reports for fund research in exactly the same way as for product research: you use the Report link on the menu bar of either the filtering screen or the ranking screen. As ever, it is worth beari...
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You can view a factsheet for an individual contract simply by clicking on its name in the grid (clicking on the company name displays a factsheet for the provider). The contract factsheet is illustrated by the first screenshot, and can be saved in P...