Popular Articles

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

    No - this field can be overwritten.
  2. Who supplies your data?

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

    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...
  4. Entering client details

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

    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 ...
  6. What can someone in a Administrator role see and do?

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

    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...
  8. How do I find a user?

    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 ...
  9. How is the portfolio composition graph calculated?

    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...
  10. How are funds ranked?

    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...