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The fund universe functionality is used to control the total funds that can be used within the applications within the system. It has two modes, inclusion and exclusion. These modes are mutually exclusive i.e. the selection has to be one or the oth...
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The graph of returns each month simply shows the fund's percentage gain/loss each month as a series of columns. The spikiness of the graph is obviously one indicator of volatility. You can choose to include the sector average o...
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Before using Analyser, you must first select a client. Once a client has been selected Analyser is launched from the add button on the Retirement Income Goals page, from selecting the Analyser tab from the top ribbon, or by selecting New Retirement ...
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Synaptic’s comprehensive market research can be used to establish panels and/or lists of approved products. Panels can be based on either of the following two things, or a combination of them: A manual selection of appro...
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As described in the User Guide, Synaptic guarantees to store research on the system for at least 30 days. This is a minimum contractual requirement – it doesn’t mean that Synaptic will delete research on the 31st day and, at the moment, ...
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The Sectors tab shows all the sectors in which any of the contracts offers a linked fund. Synaptic offers a choice of two sector definitions, FE (Financial Express) or IMA/ABI/AIC. The latter provides the well-known but less detailed sector ...
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As well as (or instead of) filtering the grid of contracts, you can also manually select which contracts to include. This is particularly useful for comparing a specific set of contracts rather than the whole of market – e.g. product provider ...
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If the incorrect currency is showing on your Comparator reports, this is usually caused by the language settings within your browser. If using Internet Explorer, navigate to Internet Options> Languages: For Language settings with...
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The Stats tab lists a variety of statistics about contracts: financial strength, investment flexibility in terms of linked funds and sectors, plus own-charge and premium information about contracts (depending on the type of product). Examples of t...
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You can remove all the filters you have selected at once by selecting (clicking on) Clear all filters from the bottom of the features list in the Filtering screen: This simply removes all the filtering and refreshes the screen. However, it doe...