Do I use the Fund Picker or research into linked funds?

Firms who subscribe to both the product and fund modules of Synaptic Research have a choice: you can either use the Fund Picker as a quick and simple way of selecting the funds to recommend on a contract, or you can use the Fund Research link in order to conduct full fund research.

These two alternative links are highlighted in the screenshot below. (You can also start research into the linked funds on a contract from the home page.)


In essence: the Fund Picker is a simple tool which stores your selected funds as part of the main research you are conducting.

The Fund Research link creates separate piece of research into the linked funds on the contract. You are then completing two pieces of research: one into the product type itself (such as ISAs or investment bonds), and one into the funds available on the contract you recommend in the first place