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All research within Synaptic Research is automatically stored. Therefore, if you don’t want to keep a piece of research you have to explicitly delete it. This can be done using the Delete link on the menu bar. Alternatively, you can de...
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Within the Analyser journey you are able to generate an Annuity quote for your client. You will need to link your Webline account within the Synaptic Suite before you can do this. Start by logging into the Synaptic Suite and select the...
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Research can either be 'Client focused' or 'Product focused'. This article will explain how to start a piece of 'Client focused' research. Please refer to 'How do I start product focused research?' for more informati...
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A list of all current special offers is available from the Resource Centre. (If your firm has paid for access to the special offer data, but not the Resource Centre, then the link to the special offers page is instead displ...
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The Copy link on the menu bar creates a new piece of research based on the current research – i.e. new research containing all the same filtering, grid fields, client details, ranking etc. which the current research has. (You can ...
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Synaptic maintains a list of all the fund links available on investment contracts. This information can then be used for a wide variety of analysis and reporting: List all the funds available on a specific contract (including wrap platforms). Lis...
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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 p...
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Synaptic has over fifteen years of experience of providing tools to financial advisers which enable them to research new business quickly and efficiently, and to document their recommendations. Synaptic Research continues to model “best pract...
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When attempting to generate an Annuity quote within Synaptic Analyser, you may get the following error: This indicates you have not added your Webline details within the Webline tab in the Synaptic Suite. Your Webline account must be linked befo...
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All clients and pieces of research are automatically stored in Synaptic Research – there are no Save buttons which need to be clicked (and research has to be explicitly deleted if you no longer want it). Synaptic guarantees to store old ...