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Is tax included in the calculations?

Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?

Basic income tax is in the background. Tax and NI will be at the current rate based on the information provided for the analysis. You are able to include gross income and effects of inflation within the research.
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...
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...
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...
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...
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...
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...
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...
Can I change the order of data fields in the grid?

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

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 window illustrated by t...
What can someone in a EMP administrator role see and do?

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

This role allows access to the EMP (Enterprise Messaging Platform – Contract Enquiry) administration console in the Synaptic Client interface. From here the user can; Agree the contracts in order for your users to be able to use Contract Enquiry ...