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No - this field can be overwritten.
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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...
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File-checks allow designated users – usually compliance officers – to inspect the research created by other members of their firm.(This only applies to client-focused research. Product-focused research cannot be viewed in a file-check.) You can sta...
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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...
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N.B. Flipping the grid only applies to product research. It is not available on fund research. When you are dealing with a small number of contracts, and a large number of data fields, it can be easier to view the grid in a “flipped” orientation ...
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This role allows the user to setup all of the settings described in this guide. User can create/edit /delete users in your organisation and assign roles and licences User can create/edit /delete child organisations and assign licences to the chil...
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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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It is also possible to find a user by clicking on the find user button in the ribbon bar.
The administrator will then need to search on either the username or other details and click Search . This will return a list of all users ...
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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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Fund research can be ranked in the same way as product research: you click on the Ranking link in the menu bar of the grid page, and then define a ranking scheme. This is effectively a sophisticated “weighted sort”: you can build league tabl...