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You may see four possible symbols: Edit pen Delete cross View magnifying glass Duplicate 2 page symbol All of which have been mentioned earlier in this guide. Alternatively, you can add a new portfolio/panel by clicking Add as shown in the s...
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An administrator can control what the child organisation can do in a number of areas, this supersedes the abilities of their role. An administrator can control the following; The number of licences given to a child organisation Whether a child or...
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Synaptic Software Client Administration Guide.pdf
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Links to quote engines such as Exweb or Webline are only available if you have recorded your user details for the quote engine in your Synaptic Research account. Once you have done this, quotes become available from the following areas of th...
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The portfolio composition graph shows how the split of investments in a portfolio changes over time as a result of each fund performing differently. It is particularly useful in helping clients to understand that asset allocations need t...
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When you first start research into a product type, the filtering screen shows only the company and name of each contract. This is illustrated by the first screenshot below: You can add any number of data fields to this grid, as illustrated by th...
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Analyser looks at all taxable income that is being received as a gross figure for each tax year. This total is then cross referenced against the relevant tax table (either Scottish or non-Scottish), this then tells the system how much tax to apply ...
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Synaptic Research uses mutual fund and index data supplied by Financial Express Limited. Financial Express is a data company which specialises in the collection, validation, dissemination and analysis of fund information. It supplies more than hal...