Popular Articles

291. What report templates do you have on Synaptic?

     Last Updated: 27/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     For most types of product, the system offers a choice of two Report Manager Templates (in addition to any bespoke ones your firm has created):  Template Contents Research Report An appendix to a full suitability repor...

292. How do I filter on field values in the grid?

     Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     When you have added a data column to the grid you can then filter the grid by clicking on values in the column. For example, in the first screenshot, clicking on the highlighted “Yes” value (or any of the other Yes values below it) would add filteri...

293. How do I filter on features?

     Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     The Features tab shows Synaptic’s analysis of all the features offered by any of the contracts being researched. You mark a feature as being essential for the client’s requirements simply by ticking the box next to the feature’s name. The grid...

294. Are you able to upload your own logos for the report?

     Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
     Unfortunately you cannot upload your own logos for the report

295. How do I select a Product Area to Research?

     Last Updated: 31/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     The Synaptic Research home page provides access to a number of areas. The software will always open on the Home  tab, containing news about products, companies and information on Synaptic products and training. The following seven tabs will give yo...

296. How do I sign out?

     Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?
     You should sign out of the software via this tab as shown below:   ...

297. Are the state pension calculations triple locked?

     Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
     Yes - the state pension calculations are triple locked

298. How do I filter the grid of contracts?

     Last Updated: 23/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     When you start new research into a product type, the list on the right-hand side of the screen includes all the contracts held in Synaptic’s database (unless your firm has asked Synaptic to trim the data down e.g. to implement a multi-tie or panel)....

299. What data is within contract factsheets?

     Last Updated: 26/03/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?
     A contract factsheet shows all the information which Synaptic records about a contract. It consists of some or all of the following sections – some sections are not applicable to some types of product. Special   offer Any special offer current...

300. Where can I add a holding to use within Analyser?

     Last Updated: 14/02/2020 in Synaptic Suite Synaptic Analyser Analyser - Have a Question?
     When you have selected a client, you can create holdings from the holdings tab down the left hand side. Holdings are added into the system using the Contract Enquiry service, or by adding the holding information in manually. This section will fo...

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