Synaptic Product and Fund

Tuesday 9th June 2020

The Synaptic Product & Fund e-learning session will encourage participants to share views and insights with peers, this session will focus on the following:

  • How to navigate around Synaptic Product and Fund
  • Filtering down contracts based on essential features
  • Adding features to the grid
  • Ranking the remaining contracts based on desirable features
  • Recommending a contract and creating a report
  • Generating Contract, Company and Fund factsheets
  • Linked funds through Contract and Fund factsheets
  • Conduct Unit Trust/OEIC research
  • Overview of Indexes and sector research
  • Researching funds linked to a specific contract
  • Creating a Manual fund list
  • Generating portfolio reports and graphs

Webinar duration: 2 hours approximately

Fill in the form below to register your interest and a member of our customer services team will be in contact shortly to confirm availability.

Please note: e-learning may be chargeable, depending on your licence type. Our customer services team will confirm applicable charges before booking