Synaptic Research can be used to generate anything from single-page summaries of research to full multi-page suitability reports which cover all regulatory requirements such as affordability, reviews, and attitude to risk.
If your firm has purchased the additional Report Editing functionality, the templates for these reports are fully user-configurable – but only by designated compliance officers for a firm. Changes to templates can be distributed across the entire organisation at the touch of a button.
Synaptic Research also generates many other types of report which can be used to support a recommendation or to demonstrate compliance. Examples include grids of research data, contract and fund factsheets, and league tables of contracts ranked according to criteria such as charges, financial strength, and past performance.
All reports from Synaptic Research can be automatically passed back into an organisation’s back-office system.