Popular Articles

  1. How is the annual premium graph calculated?

    Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The monthly premium graph shows the performance of a £1,200 annual investment into the fund(s) over the chosen time period. The graph obviously shows an upward spike in value every 12 months when a new premium is invested. The illustrative value...

  2. Does Synaptic Research “run in offline mode”?

    Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    No. You need an internet connection to use Synaptic Research. (This guarantees that you always have access to all your work, regardless of which computer you did the research on, and that you are seeing the latest product and data. It also ensures t...

  3. How do you use the field chooser?

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The section above describes how to add fields to the grid one-by-one. However, if you want to add lots of fields at once it is much more convenient to use the  Field chooser – click on the Options link in the top right of the grid, and...

  4. Do you have a link to quote engines?

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

  5. How is the cumulative performance graph calculated?

    Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The cumulative graph shows the performance of a £1,000 lump sum investment over the chosen time period. (If you want to graph a value other than £1,000, use the portfolio value graph instead.) You can change the time period, and choose to includ...

  6. What fund reports can I produce?

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

  7. How do I filter on sectors?

    Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
    The Sectors tab shows all the sectors in which any of the contracts offers a linked fund.  The software offers a choice of two sectors definitions, FE or IMA/ABI/AIC. The latter provides the well-known but less detailed sector definitions. FE Glo...

  8. Basic hints and tips

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    Six simple tips to help you navigate around Synaptic Research: The icon in the top left corner of each page always acts as a link back to the software’s home page (illustrated by 1 in the screenshot to the right). The most commonly-used action...

  9. Entering client details

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

  10. Does the client have to take the full 25% when selecting the PCLS option?

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
    No - this field can be overwritten.
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