Updated Articles

  1. Is bid-to-bid used for the data on your factsheets?

    Figures used in fund factsheets in Synaptic Research are on a bid-to-bid basis. Figures used in product research – i.e. for ranking etc. –are on a bid-to-bid basis. Ranking calculations take account of annual management charges only.  Bid-Offer s...
  2. Do I need to configure my browser to use Synaptic Research?

    Synaptic Research should normally not require you to make any changes to your browser configuration. For example, it should be possible to go into pretty much any internet cafe, type in the software’s URL, and start using it. There are no component...
  3. Do you have any browser hints and tips?

    Security, privacy, and pop-up window settings The Browser configuration section describes the browser settings which are required in order to be able to use Synaptic Research. Printing The best way of printing pages in the software is to use ...
  4. What browser software can I use?

    Synaptic Research is designed to run on the following platforms (and all later versions of each browser): Windows Internet Explorer   6.0, 7.0 (recommended) 8.0 or 9.0 Firefox 1.0 or   2.0, 3.0 or 6.0 Netscape 7.0 Google Chrome   15....
  5. How do I build grids and filtering contracts?

    The filtering screen provides access to a wealth of functionality. The simplest overview of it is a description of the screen’s layout see article: The layout of the filtering screen. This area of the software doesn’t just handle filtering of th...
  6. How do I carry out file-checks?

    File-checks allow designated users – usually compliance officers – to inspect the research created by other members of their firm.(This only applies to client-focused research. Product-focused research cannot be viewed in a file-check.) You can sta...
  7. Can I change the order of data fields in the grid?

    Once you have added fields to the research grid you can change the order of the columns by clicking on the  Options link in the top right of the grid, and then choosing the  Change field  order link. This displays the pop-up window illustrated by t...
  8. How do I change the title of research?

    Each piece of research is automatically given a title, based on the product type and the client’s details (if any). You can change the title of the research to make it more memorable using the Change title  link on the menu bar. There are a number...
  9. How can I check fund availability?

    You can see which contracts a group of funds can be bought through using the  Availability link in the menu bar. This link is displayed on both the filtering and ranking-results pages. Clicking on the Availability  link displays a pop-up window w...
  10. How do I create a Company factsheets

    A company factsheet shows information about a product provider. It consists of four sections, illustrated by the screenshot below: The company’s description of themselves. Head-office contact details. A list of the products offered by the com...