Features in depth

  • A unique tool capable of indentifying, analysing and comparing life and pension funds, investment trusts, unit trust / OEICs and FSA registered offshore funds.
  • Quick selection/elimination of funds based on data ranging from simple past performance, quartile rankings, or sophisticated risk metrics such as alpha and Sharpe ratio.
  • Configurable data grids: users can quickly build grids containing any selection of data fields.
  • Ranking tools for building sophisticated weighted ranking of funds, adding together multiple criteria and combining them into an overall quality score for each fund.
  • 100% online. The software does not require any downloads, installations or updates, components or plug-ins.
  • Research can be shared across an entire firm in an instant or can be sent between advisers and para-planners for effective working. Compliance officers can also remotely check research carried out by any adviser thanks to the unique head office functionality – essential for TCF.All research is automatically saved and stored for future reference.
  • Detailed audit trails at every stage of your advice.
  • Fund data includes geographical breakdown, sector breakdown, top ten holdings, total number of holdings and fund benchmarks.
  • Compare the performance of funds over a 10 year period against industry recognised risk metrics and fund ratings.
  • Highlight only those funds satisfying the client's ethical views. Includes screening methods, research methodology, investment monitoring and shareholder advocacy and engagement information.
  • Extensive graphing capabilities. The tools available within the software provide the ability to examine a fund list as a weighted portfolio, examine list according to sector or industry weighting, or perform stochastic projections.
  • Synaptic Fund Research produces personalised, professional fund reports as PDF files. Additional reports are available for ethical funds, containing full fund policy details.
  • Fund fact sheets covering cumulative and discrete performance, quartile rankings, risk metrics such as alpha and r-squared, plus asset allocation information. In addition, the fact sheets show all the products through which the fund can be bought and are available as PDF files.