Hi.
Did you know that every bit of research you conduct on MICAP is automatically saved and time-stamped?
This includes every filter applied, fund viewed,
comparisons and portfolios made, and every single document downloaded.
This is one of MICAP’s hidden gems that can help you significantly if
you’re ever required to demonstrate your research for a particular client.
This video is going to focus on how to access this audit trail,
and also how to allocate your research to specific client folders.
When you log on to MICAP, you might see a pop-up that asks whether you’re conducting generic or client-specific research.
Generic research means you’re researching funds without a specific case in mind,
so MICAP will save all of your research to your general Activity Log.
Client-specific research means that you have a specific case on your desk and MICAP will
save your research to your general Activity Log and also against that client’s name.
You can select an existing client you’ve previously added or add a new client.
At any time during your research, you can change who you’re conducting research for
by selecting the SWITCH button in the top left of your screen.
To access your Activity log, select My Research and go to My Activity Log.
On the screen, you’ll see an option to view your full activity log
and below that your most recent client-specific research.
Here we’re going to view our full activity log.
You can see here a full list of all your undertaken research.
You can search for your research by type.
For example, portfolios, comparisons, filters applied or documents downloaded.
You can then assign any of this research to one or more different client folders.
And just like that, the research we assigned will now appear in John Smith’s research folder.
You can also search for your research by date.
What really makes your activity log smart, is that if you select
any piece of historic research you conducted, the data and scores will
reflect the published data and scores when you initially conducted your research.
For example, let’s look at a comparison doc created in the 2020 to 2021 tax year.
In the red box, it states that we’re viewing historic data.
If you want to refresh the comparison document to reflect the data published today,
simply select UPDATE DATA in the button up here.
The original research is still saved using the historic data,
but now a new version of the research has been saved using the current data.
And that's it. Thanks for watching - we’ll see you in the next video.