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Who supplies your data?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
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 Administrator role see and do?

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

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...
How do I add a new portfolio/panel?

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

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...
How do I find a user?

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

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 ...
How are funds ranked?

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

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...
How do I carry out file-checks?

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

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...
How is the portfolio composition graph calculated?

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

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...
Can I flip the grid in the filtering screen?

Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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 ...
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 ...