New Articles

  1. News Section New

    In the News section you are able to view notifications, such as provider downtime and product releases. It is found within the top right of the screen. The red dot indicates there are news items available: *All information is based on tes...
  2. Synaptic Webline Protection - Apply Basket New

    Your browser does not support HTML5 video. Send your Synaptic Webline Apply basket to your emaill. Quick link through to the Apply basket or apply directly from the email. ...
  3. Apply Basket - Send to my Email New

    You can send details of products in your Apply basket to your email address. This allows you to quickly link through to the Synaptic Webline Apply basket, or apply for each product directly from the email without logging in. Click 'Send to my E...
  4. Illustrations - Edit Outcome - Term Matrix

    Term Matrix is found within the Edit Outcome screen of an Illustration. You are able to explore the impact of term and risk using the illustration as reference. Select one or more options here and it will add details of the scenario to the Term Mat...
  5. Illustrations - Edit Outcome - Alternative Outcomes

    Alternative Outcome is found within the Edit tab of the Outcome screen. This allows you to see how Inflation, No Fees and a 'What If' scenario compares to the Illustration.  Selecting one of the options will populate the graph and ...
  6. What is the difference between Illustration Settings and a 'What If' scenario?

    Illustration Settings is used to update the details of your Illustration. Updating this information will amend the original details of the illustration. The 'What If' area allows you to create an alternative scenario that will sit alongside...
  7. Illustrations - Edit Outcome - 'What If' Scenario

    This article is a continuation of -  Illustrations - Edit Outcome - Alternative Outcomes The 'What If' scenario allows you see how an alternative scenario compares against the illustration you've created. Select the 'What If&...
  8. Illustrations - Report

    If you have edited any details within the Outcome screen, you will need to select 'Yes' or 'No' to the Capacity for Loss statement before continuing to the next step: The report screen shows a summary of the Illu...
  9. Illustrations - Edit Outcome - Change Portfolio

    If you would like to change the portfolio for your Illustration, click ‘Change’ Search for the portfolio and select from the drop down: This will update the portfolio on the Illustration, which includes updating the charts and va...
  10. Illustrations - Edit Outcome - Illustration Settings

    Here you can change details of your illustration scenario for e.g. Investment details, Portfolio Charges, Adviser Fees and the portfolio selected. Please note: Changing anything in the Edit tab> Illustration Settings will change your scenario. U...