Updated Articles | Page 107 | Synaptic Suit Software Knowledgebase

What is the Resource Centre?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The Resource Centre is a selection of useful documents, tools, and links to web sites. Its contents are constantly updated in line with industry events, but examples include: Critical illness definitions. Ethical investment informatio...
Are there any tips when filtering?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

You can see everything you’re currently filtering on – and why specific contracts are being excluded – using the audit trail. If you make a recommendation to a client which they turn down – e.g. that they need waiver of premium – you can redu...
Are there any tips when using fund research?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Synaptic Research obviously responds faster if there are fewer funds which it needs to display in the grid. Therefore, wherever possible, it’s best to set up filtering, using the Features and Stats tabs, before you add funds to the g...
Are there any tools available?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

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 firm h...
What are the different types of fund research?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Synaptic Research provides four types of fund research: Research into unit trusts, life funds, pension funds, and offshore funds and investment trusts. Research into all the funds offered by a single promoter (such as Fidelity or Merrill Lynch)....
Who supplies the past performance data and how often is it updated?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

The fund past performance data in Synaptic Research is supplied by FE, as described above. Synaptic are responsible for calculating some derived functions of the past performance such as alpha and beta. All fund data is as-at the most recent mo...
I can't log into Synaptic Product & Fund Research - Why?

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Have a Question?

Common issues which may occur when logging into Synaptic Product & Fund research Research:- When clicking through to Synaptic Product and Fund Research through the synaptic suite, you receive a error: This indicates your username a...
Basic hints and tips

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

Six simple tips to help you navigate around Synaptic Research: The icon in the top left corner of each page always acts as a link back to the software’s home page (illustrated by 1 in the screenshot to the right). The most commonly-used action...
Manually selecting the contracts to research

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

The section above describes how the grid of contracts can be filtered to remove contracts which don’t meet particular conditions. However, it’s also possible to select manually the contracts which you want to research – either instead of, or as wel...
Re-opening old research

Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started

All research which you carry out in Synaptic Research is automatically stored. You don’t have to click on any sort of save button to store your work. (And, if you lose your connection to the internet halfway through your research, you won’t lose a...