-
Quick Report templates open in your web browser, as illustrated by the first screenshot. You can then simply print the report, or use the link in the menu bar to save it in PDF form. The system’s standard Quick Report template consi...
-
Research can either be 'Product focused' or 'Client focused'. This article will explain how to start a piece of 'Product focused' research, sometimes known as generic research. Please refer to 'How do I start client focu...
-
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...
-
To add an annuity income into the results for comparison against the drawdown profile you first need to activate your Webline account. Once you have activated your Webline account, every piece of Analyser research will automatically provide you with...
-
Before a comparison is produced, you must first select a fund/portfolio for the investment to go into. This can either be done by using: Generic fund Selecting an existing portfolio Creating a new portfolio. Generic Fund – ...
-
By default, the grid of contracts is sorted by company name and then by contract name. The field on which the grid is currently sorted is highlighted in a darker blue. You can sort the grid on a different column simply by clicking on the column...
-
This article explains how to share research with other named users within your licence. Any research that has been produced within Synaptic Research can be shared with other named users within your licence. The benefit of this is that if any ...
-
To demonstrate this we would need to allow the user to specify different growth rates for different durations, currently the system only allows one growth rate to be input for the duration of the scenario.
-
The menu bar on the software’s home page provides access to a number of other tools within the software. Each of these is described in a separate section below. The tools which are listed depend not only on which modules of the software your ...
-
You can re-use the filtering you’ve already created in a piece of existing research by importing it into the research you’re currently carrying out. You can also import shared research which has been created by your compliance officer. ...