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Synaptic Software Knowledgebase

  • Contact Us
  • Home
  • Glossary
  • Pathways
    • Trials
      • Creating a Trial - New Customers
      • Setup - Attitude to Risk Questionnaire
      • Creating a Trial - Existing Salesforce Customers
      • How much is Synaptic Pathways?
      • Can I have a trial version?
    • Contacts
      • Contacts - Getting Started
        • Homepage
        • Creating a Contact
        • Contact Page
        • Risk Rate Holding
        • Creating an Off-Platform Holding
        • Off-Platform Holdings - Underlying Assets
        • Off-Platform Holdings - Contributions
        • Off-Platform Holdings - Withdrawals
        • Off-Platform Holdings - Performance
        • Off-Platform Holdings - Charges
        • Creating a Platform Holding
        • Platform Holdings - Holdings
        • Platform Holdings - Underlying Assets
        • Platform Holdings - Contributions
        • Platform Holdings - Withdrawals
        • Platform Holdings - Performance
        • Platform Holdings - Charges
        • Creating a Generic Holding
        • Generic Holdings - Contributions
        • Generic Holdings - Withdrawals
        • Generic Holdings - Underlying Assets
        • Generic Holdings - Cash Accounts
        • Generic Holdings - Assets
        • Generic Holdings - Performance
        • Generic Holdings - Charges
      • Contacts - Videos
        • Synaptic Pathways - Contacts
    • Risk Explorer
      • Risk Explorer - Getting Started
        • How do I log into Risk Explorer?
        • Homepage
        • Creating a new Attitude to Risk Questionnaire
        • Creating an Attitude to Risk Questionnaire on behalf of your client
        • Sending an Attitude to Risk Questionnaire to your client to complete
        • Setting Attitude to Risk Manually
        • Attitude to Risk Questionnaire Report
        • Risk Illustrations
        • Risk Illustrations - Navigation
        • Risk Illustrations - Creating an Illustration
        • Risk Illustrations - Investment Details
        • Risk Illustrations - Pathway Selection
        • Risk Illustrations - Charges & Fees
        • Risk Illustrations - Capacity For Loss
        • Risk Illustrations - Results Screen
        • Risk Illustrations - Results + Costs
        • Risk Illustrations - Results + Inflation
        • Risk Illustrations - Results + Costs & Inflation
        • Risk Illustrations - Suitability
        • Risk Illustrations - Compliance Details
        • Risk Illustrations - Report Content
        • Risk Illustrations - Charts
        • Risk Illustrations - Advanced Options
        • Risk Illustrations - Advanced Options - Illustration Settings
        • Risk Illustrations - Advanced Options - Alternative Outcomes
        • Risk Illustrations - Advanced Options - 'What If' Scenario
        • Risk Illustrations - Advanced Options - Sustainable Drawdown
        • Risk Illustrations - Advanced Options - Solve Contributions
        • Risk Illustrations - Advanced Options - Term Matrix
        • Risk Illustrations - Advanced Options - Change Portfolio
        • Risk Illustrations - Report
      • Risk Explorer - Frequently Asked Questions
        • Why do I need to complete a new Attitude to Risk Questionnaire after the update?
        • What does Risk Explorer do?
        • What browsers are supported?
        • How are the Risk Ratings calculated?
        • Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?
        • I answered 'No' to the capacity for loss question and I can't undo it - how can I change this?
        • What is the difference between Illustration Settings and a 'What If' scenario?
        • Can I use the software on a mobile/tablet?
        • How reliable is the data collected for the Risk Ratings?
        • Do I have to follow a specific workflow?
        • What Training is available on Salesforce?
        • What Support is available?
        • Can we update the text on the Attitude to Risk Questionnaire when sending to a client?
        • Can I view the scoring method for the Attitude to Risk Questionnaire?
        • What Attitude to Risk Questionnaires are available?
        • How do the Asset Allocations align to the Attitude to Risk Questionnaire?
        • Can I send an Attitude to Risk Questionnaire to the client to complete?
        • How can I tell when a client has completed an Attitude to Risk Questionnaire?
        • Can I duplicate an illustration?
        • Can I have multiple illustrations open at one time?
        • Will you be able to setup an end goal for a client at beginning of journey?
        • How do I access Risk Explorer if I already use Salesforce?
        • Why can't I see withdrawals and contributions in the outcome graph?
        • How do I remove the target amount red line from the graph?
        • Where do the Compliance notes in the Attitude to Risk Questionnaire pull through to?
        • Why is the Portfolio Fact sheet 'view' button greyed out in the Compliance Details tab?
        • How do I include inflation in an Illustration?
        • When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?
        • My Risk Explorer screen doesn't look right - How can I resolve this?
        • Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?
      • Risk Explorer - Videos
        •  Risk Explorer - Attitude to Risk Questionnaire
        •  Risk Explorer - Illustration Details
        •  Risk Explorer - Illustration Outcome
        •  Risk Explorer - Edit Outcome
        •  Risk Explorer - Compliance Details, Report Content & Report
        •  Risk Explorer - Portfolio Builder
        • Synaptic Pathways - How to Import Funds and Portfolios
        •  Risk Explorer - Investment Pathways
        •  Synaptic Pathways - How to reset a users password
    • Research
      • Research - Getting Started
        • Comparison & Ex-Ante
          • Comparison & Ex-Ante - Creating through the homepage
          • Comparison & Ex-Ante - Creating in the research tab
          • Comparison & Ex-Ante - Creating within a client record
          • Comparison & Ex-Ante - Add Investment
          • Comparison & Ex-Ante - Editing Investment Details
          • Comparison & Ex-Ante - Research Screen
          • Comparison & Ex-Ante - Research Filtering
          • Comparison & Ex-Ante - Switches/Trades
          • Comparison & Ex-Ante - Adviser Fees
          • Comparison & Ex-Ante - Select Platform/Custom Combination
          • Comparison & Ex-Ante - Research Report
          • Basis of Illustration - Results
          • Basis of Illustration - Stochastic Forecast
          • Basis of Illustration - Deterministic Forecast
          • Basis of Illustration - Capacity for Loss
          • Basis of Illustration - Suitability
          • Basis of Illustration - Ex-Ante Statement
          • Basis of Illustration - Compliance Details
          • Basis of Illustration - Report Content
          • Basis of Illustration - Mark Wrapper as Reviewed
          • Client Check-in
          • Comparison & Ex-Ante Report
        • Comparison & ExAnte - Using a Central Investment Proposition
          • Central Investment Proposition - Comparison with ex-ante research
          • Comparison & Ex-Ante using a CIP - Creating through the homepage
          • Comparison & Ex-Ante using a CIP - Creating in the research tab
          • Comparison & Ex-Ante using a CIP - Creating research within a client record
          • Comparison & Ex-Ante using a CIP - Add Investment
          • Comparison & Ex-Ante using a CIP - Research Screen
          • Comparison & Ex-Ante using a CIP - Research Filtering
          • Comparison & Ex-Ante using a CIP - Switches/Trades
          • Comparison & Ex-Ante using a CIP - Adviser Fees
          • Comparison & Ex-Ante using a CIP - Select Platform/Custom Combination
          • Comparison & Ex-Ante using a CIP - Research Report
          • Basis of Illustration - Results - CIP
          • Basis of Illustration - Stochastic Forecast - CIP
          • Basis of Illustration - Deterministic Forecast - CIP
          • Basis of Illustration - Capacity for Loss - CIP
          • Basis of Illustration - Suitability - CIP
          • Basis of Illustration - Ex-Ante Statement - CIP
          • Basis of Illustration - Compliance Details - CIP
          • Basis of Illustration - Report Content - CIP
          • Basis of Illustration - Mark Wrapper as Reviewed - CIP
          • Client Check-in - CIP
          • Comparison & Ex-Ante Report
        • Ex Ante (Pre-Sales)
          • Ex-Ante - Creating through the homepage
          • Ex-Ante - Creating in the Research tab
          • Ex-Ante - Creating research within a client record
          • Ex-Ante - Add Investment
          • Ex-Ante - Editing Investment Details
          • Ex-Ante - Research Screen
          • Ex-Ante - Research Filtering
          • Ex-Ante - Switches/Trades
          • Ex-Ante - Adviser Fees
          • Ex-Ante - Select Platform
          • Ex-Ante - Basis of Illustration - Results
          • Ex-Ante - Basis of Illustration - Stochastic Forecast
          • Ex-Ante - Basis of Illustration - Deterministic Forecast
          • Ex-Ante - Basis of Illustration - Capacity for Loss
          • Ex-Ante - Basis of Illustration - Suitability
          • Ex-Ante - Basis of Illustration - Ex-Ante Statement
          • Ex-Ante - Basis of Illustration - Compliance Details
          • Ex-Ante - Basis of Illustration - Report Content
          • Ex-Ante - Basis of Illustration - Mark Wrapper as Reviewed
          • Ex-Ante - Client Check-in
          • Ex-Ante Report
        • Switching
          • Switching - Creating through the homepage
          • Switching - Creating in the research tab
          • Switching - Creating within a client record
          • Switching - Research Screen
          • Switching - Add Ceding Scheme
          • Switching - Add Target Scheme
          • Switching - Results Screen
          • Switching - Switches/Trades
          • Switching - Fees
          • Switching - Report
      • Research - Frequently Asked Questions
        • Why is research not appearing in the navigation bar?
        • How do I set a Central Investment Proposition to active?
        • I have created a Central Investment Proposition, but I can't see it reflected in the research?
        • How is Stakeholder pension reflected in the research?
        • Why can't I see a specific platform/provider in the research screen?
        • Research without a Central Investment Proposition - what does it look like?
        • What's the difference between Research with a Central Investment Proposition and without?
        • What browsers are supported?
        • Can I use the software on a mobile/tablet?
        • What Support is available?
        • What Training is available on Salesforce?
        • My Synaptic Pathways screen doesn't look right - How can I resolve this?
      • Research - Videos
        •  Switching. New
    • Ex-Post Reviews
      • Ex-Post Reviews - Getting Started
        • Can research be conducted from a holding that hasn't been converted from Ex-Ante Research?
        • Ex-Post Reviews - How to create a review
        • Ex-Post Reviews - Review Screen
        • Ex-Post Reviews - Edit
        • Ex-Post Reviews - Optimise
        • Ex-Post Reviews - Stochastic Forecast
        • Ex-Post Reviews - Deterministic Forecast
        • Ex-Post Reviews - Suitability
        • Ex-Post Reviews - Costs & Charges
        • Ex-Post Reviews - Capacity for Loss
        • Ex-Post Reviews - Compliance Details
        • Ex-Post Reviews - Report Content
        • Ex-Post Reviews - Client Check-In
        • Ex-Post Reviews - Report
        • Ex-Post Reviews - Mark as Complete
      • Ex-Post Reviews - Videos
        •  Ex-Post Reviews. New
    • Portfolio Builder
      • Portfolio Builder - Creating a Portfolio
      • Portfolio Builder - Fund Weighting to Risk Category Resolver
      • Portfolio Builder - Compliance Tab
      • Portfolio Builder - Portfolio Factsheet
      • Portfolio Builder - Importing Funds into a Portfolio
      • Portfolio Builder - Importing Portfolios
      • Portfolio Builder - Exporting Funds
      • In-House Discretionary - Create a Portfolio
      • In-House Discretionary - Funds
      • In-House Discretionary - Compliance Tab
      • In-House Discretionary - Asset Allocation
      • In-House Discretionary - Platforms & Products
      • In-House Discretionary - Portfolio Factsheet
      • In-House Discretionary - Historic Performance
      • There are different ticks next to the funds in my portfolio. What's the difference?
      • Is Cash included in the portfolio factsheet?
      • What is a Bespoke Portfolio?
      • Can I duplicate a portfolio?
      • Can I delete a portfolio?
    • Investment Pathways
      • Investment Pathways
      • Creating a Central Investment Proposition
      • Central Investment Proposition - Adding On Platform Products
      • Central Investment Proposition - Adding Off Platform Products
      • Central Investment Proposition - Adding Portfolios
      • Central Investment Proposition - Adding Fund Lists
      • Central Investment Proposition - Creating Segments
      • Central Investment Proposition - Adding On Platforms to a Segment
      • Central Investment Proposition - Adding Off Platforms to a Segment
      • Central Investment Proposition - Adding Portfolios to a Segment
      • Central Investment Proposition - Adding Fund Lists to a Segment
      • Central Investment Proposition - Adding Adviser Fees to a Segment
      • Central Investment Proposition - Assigning Users to a Segment
      • Investment Pathways - Discretionary Fund Managers, Multi-Asset & Insurance Distribution Directives
      • Investment Pathways - Model & Bespoke Portfolios
    • Configuration
      • Configuration
      • Company Settings - Company Information
      • Company Settings - Branding
      • Company Settings - Terms & Conditions, Disclaimer and Risk Questionnaire Message
      • Organisation Growth Rates
      • Central Investment Strategy - Client Risk Questions & Answers
      • Central Investment Strategy - Risk Categories
      • Assets Under Management
      • Creating Special Deals
      • How do I change the Risk Set from 1-10 to 1-5 or vice versa?
      • Our company logo is appearing too large on the report - why is this?
      • Can I view the Risk Categories?
      • Can I upload my own branding?
      • Can we include our regulatory statements on communications and reports?
    • Fund Lists
      • Fund Lists
      • Fund Lists - Exclude Funds
      • Fund Lists - Import
      • Fund Lists - Export
      • Fund Lists - Share Class Lock
    • My Apps & Settings
      • My Apps & Settings - App Launcher
    • Pathways Administration
      •  Synaptic Pathways - How to reset a users password
      • Setup - Attitude to Risk Questionnaire
      • How to reset a users password
      • Administrator Password Reset
      • Adding New Users
      • Adding New Users
      • How to grant access to Support
      • User did not receive a password reset email
      • I've pinned a task to the navigation bar, how do I unpin it?
      • How do I access Synaptic Pathways if I already use Salesforce?
      • Password reset – I cannot bypass the security question, how can I gain access?
      • Assigning Whole of Market Permissions
      • User did not receive a password reset email
    • Release Notes
      • What's in Risk Explorer 2.0 Release?
      • What's in Pathways 3.0 Release?
      • What's in Pathways 4.1 Release?
      • What's in Pathways 4.2 Release?
    • Review Synaptic Pathways!
      • How to review Synaptic Pathways
  • Synaptic Suite
    • Synaptic Client
      • Client - Getting Started
        •  Risk Rated Holdings
        • Risk Rated Holdings within the Client Module
        • Risk Rated Holdings within Modeller
        • Synaptic Software Client User Guide
        • Synaptic Software Client Administration Guide
        •  Getting started - Client Module & ATR Questionnaire
        •  Getting Started - Creating Holdings
        •  Top Tip - Adding a Portfolio into a Holding
        •  Improved Client Search
        • Application Tabs
        • Creating New Clients
        • Adding & Removing Users from the Client Module
        • Attitude to Risk (ATR)
        • Creating Holdings
        • Custom Asset Types
        • Finding an Existing Client
        • Setting Vitality Client Status within Comparator
      • Client - Have a Question?
        • Why do I need to complete a new Attitude to Risk Questionnaire after the update?
        • How do I add funds to a Manual Fund List?
        • How do I add Manual Asset Classes?
        • How do I add a Self Invested Personal Pension (SIPP)?
        • How do I add a Platform?
        • How do I create a policy report?
        • How do I create an Accumulation Goal?
    • Synaptic Risk and Risk Profiling
      • Why do I need to complete a new Attitude to Risk Questionnaire after the update?
      • Synaptic Risk Rating User Guide
      • A2Risk Adviser Guide
      • What is included in the Risk Service?
      • Accessing the Risk Service in Synaptic Suite
      • Accessing the Attitude to Risk Questionnaire
      • Using Synaptic Attitude to Risk Questionnaire
      •  Top Tip - Attitude to Risk Questionnaire
      •  Top Tip - Paper Attitude to Risk Questionnaire
      •  Top Tip - Using your client's Attitude to Risk to select a Portfolio or Fund
      • ATEB Suitability content integration
    • Synaptic Modeller
      • Modeller - Account Settings
        • Setting up contract enquiry
      • Modeller - Getting Started
        • Synaptic Modeller User Guide
        • What is Synaptic Modeller?
        • Risk Rated Holdings within Modeller
        • Adding a New Client
        • Finding an Existing Client
        • Setting the Default Attitude to Risk
        • Client Attitude to Risk Report
        • Recording Holdings
        • Modelling a Goal Based Scenario
        • Finding Existing Goals
        • Reviewing a Goal
        • Scenario Modelling Report
      • Modeller - Have a Question?
        • How do I use the work space for modelling new scenarios?
        • How do I rebalance portfolios?
        • What do the Modeller graphs tell me?
        • I have completed the modelling session, but the final report is not loading – why is this?
        • I cannot find a specific fund in Modeller – why is this?
        • My chosen fund is unavailable – why is this?
        • My chosen fund’s asset allocations are missing – why is this?
        • I get a warning message when selecting a specific fund – what could be causing this?
        • How do I get values for any holdings by using contract enquiry?
        • How can I manually add or update values to holdings?
        • How do I add a cash ISA to holdings?
        • How do I reset my password?
        • Is it possible to do joint reports in Modeller?
        • How do I delete a duplicate record?
        • How is the attitude to risk level determined? What is this based on?
        • Where can I find the asset allocation graphs in Modeller?
        • How are the asset allocations updated?
        • How do the calculations work in Modeller?
        • What is the £10k illustration screen?
        • What is the capacity for loss figure? How can these be determined?
    • Synaptic Analyser
      • Analyser - Getting Started
        • Synaptic Analyser Quick Start Guide
        • Synaptic Analyser User Guide
        • Logging into Synaptic Analyser
        • Routes through the system
        • Phased Drawdown
        • Phased Drawdown - Adding Plans
        • Phased Drawdown - Income Requirements
        • Phased Drawdown - Other Income
        • Phased Drawdown Results
        • Phased Drawdown - Add Annuity
        • Phased Drawdown - Overall Results
        •  Synaptic Analyser - Other Income
        •  Creating Holdings
        •  Synaptic Analyser - Product Comparison
        •  Synaptic Analyser - Income Analysis
        •  Synaptic Analyser - Completing Income Analysis through the Results Screen
        •  Costs and Charges Calculator
        •  Maturity Values Calculator
        •  Projection Calculator
        • Income Analysis Research - Adding Goal Details
        • Income Analysis Research - Adding Plans
        • Income Analysis Research - Income Requirements
        • Income Analysis Research - Other Income
        • Income Analysis Research - Add Annuity
        • Results Page
        • Product Comparison Research
        • Filtering Screen
        • Product Comparison Results Screen
        • Reports
      • Analyser - Have a Question?
        • What is Synaptic Analyser?
        • Why am I unable to run a Phased Drawdown scenario directly through the Results screen?
        • When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?
        • Within the Plans area, why is there only one Phased option when I can choose UFPLS or PCLS separately?
        • Why is Other Income mandatory when selecting ‘Phased’?
        • How do I link my Webline account?
        • How is the tax calculated in Analyser?
        • I am trying to generate an Annuity quote within Analyser and I am getting an error - why is this?
        • How do I select a client when clicking into Analyser?
        • How do I add and amend client details?
        • Where can I add a holding to use within Analyser?
        • How do I add Income Sources?
        • Where can I find previous Analyser research?
        • How do I start Analyser research?
        • Can I override the Forecast Life Expectancy?
        • Are you able to upload your own logos for the report?
        • Is tax included in the calculations?
        • Does the client have to take the full 25% when selecting the PCLS option?
        • How do I select a fund/portfolio within Analyser?
        • Are the state pension calculations triple locked?
        • How do I export the charts?
        • Can Analyser demonstrate results in the event of a market crash?
    • Synaptic Comparator
      • Comparator - Account Settings
        • Synaptic Comparator Setup Quick Start Guide - Download
        •  Setting up service levels and adviser fees
        •  Setting up assets, panel and reports
        •  Introduction to fund panels and portfolio builder
        •  Setting up contacts
        •  Introduction to provider special deals
        •  Introduction to organisation structure
        • Synaptic Comparator Administrator User Guide - Download
        • Portfolio Management
        • Panel Management
        • Fund Management
        • How to control the branch / sub company panel permissions in Synaptic Comparator
        • How to create users in Synaptic Comparator
        • Setting up Client & Family Assets Under Administration
        • Setting up adviser charges
      • Comparator - Getting Started
        • Synaptic Comparator Quick Start Guide - Download
        • Synaptic Comparator User Guide - Download
        • Synaptic Comparator - Pension Switching Guide
        • Synaptic Comparator Cash Feature User Guide
        •  Top Tip - Pulling values into the Critical Yield Calculator
        •  Getting started with cost and charges calculator
        •  Getting started with projection calculator
        •  Getting started with maturity value calculator
        •  Getting started with critical yield calculator
        • Generic Fund
        • How to conduct research in Synaptic Comparator?
        • Creating a new contact in Synaptic Comparator
        • Investment details for ISA
        • Investment details for Onshore and Offshore bonds
        • Investment details for SIPP
        • Investment details for a Personal Pension
        • Investment details for GIA
        • Changing the default report look and feel
        • Application Tabs
        • Using the Existing Plan area
      • Comparator - Have a Question?
        • How to access Synaptic Comparator using Microsoft Edge
        • How to access Synaptic Comparator through Google Chrome
        • Why is the Parmenion platform being excluded from my Comparator research when I select funds?
        • Why is the Parmenion platform for passive investments only?
        • Can’t find a fund?
        • I am doing ISA research and have to specify GIA amount – why is this?
        • I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?
        • Why are no funds found when trying to create a portfolio?
        • How to generate Fund factsheets
        • How to view previously completed research / reports
        • How to edit a contact in Synaptic Comparator
        • How to delete a contact in Synaptic Comparator?
        • How to resume unfinished research?
        • How to duplicate a contact in Synaptic Comparator?
        • How To Reassign A Contact In Synaptic Comparator?
        • How To Duplicate Piece Of Research?
        • Where can I see the initial adviser fees on a client report?
        • I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?
        • How do I set a flat rate of £1000 initial fee for an adviser?
        • I have tried logging in and now the site says I am logged out – why is this?
        • Can I reassign clients to another user?
        • Forgotten password?
        • Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?
        • I have a special deal with a provider, how do I add these to Comparator?
        • I have completed the research, but the final report is not loading – why is this?
        • Where can I find platform factsheets?
        • When are ISA rates updated for Comparator?
        • I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?
        • Why is cash account under investment details greyed out?
        • Why do I get an error message when adding cash account feature?
        • My report buttons are missing - why is this?
        • Comparator Report is showing dollar and pound signs - Why is this?
    • Synaptic Webline
      • Webline - Account Settings
        •  Email Verification & Password Reset
        • Verifying your email address
        • Password Reset
        •  Webline Settings - Agency Codes
        •  Webline Settings - Commission Settings
        •  Webline Settings - Adding New Users
        •  Webline Settings - Provider Panel
        •  Webline Settings - How to disable users
        •  Webline Settings - Editing your details
        • View Your Details
        • Edit Your Details
        • View All Users
        • Add New User
        • Edit Your Account
        • Product and Provider Panels
        • Agency Codes
        • Commission Settings
        • User Options - Vendor Administrator Access
        • How to edit your Account Details - Vendor Administrator Access
        • How do I create more user accounts on Webline?
        • Registration
        • Change Password
        • Settings
        • Account Details
        • Add a new user in Webline
        • Change Company Name/Contact Details
        • Change Regulatory Details
        • Change Registered Address
        • Set or Edit a Business Reply Address
        • Compliance Text
        • Info
        • Documents
        • Software Required
      • Webline Protection
        •  Synaptic Webline Protection - Redesigned Comparison Reports
        •  Synaptic Webline Protection - Accident, Sickness & Unemployment Cover
        •  Synaptic Webline Protection - Partially Underwritten Quotes
        •  Synaptic Webline Protection - Apply Basket
        •  Synaptic Webline Protection - User Interface Improvements
        •  Synaptic Webline Protection - Multi Benefit
        •  Synaptic Webline Protection - Finding Quotes
        • Apply Basket - Send to my System
        • Apply Basket - Send to my Email
        • News Section
        •  Top Tip - Critical Illness Table
        •  Top Tip - Quick Commission
        • Webline Protection - Introduction
        • Logging into Webline
        • Client Details Standalone Products - Requesting Quotes
        • Requesting Quotes - Common Buttons
        • Requesting Quotes - Standalone Products
        • Requesting Quotes - Product Details
        • Requesting Quotes - Decreasing Term Assurance
        • Requesting Quotes - Family Income Benefit
        • Requesting Quotes - Income Protection
        • Requesting Quotes - Whole of Life
        • Requesting Quotes - Accident, Sickness & Unemployment
        • Results
        • Results - Whole of Market Option
        • Results - Producing an Illustration
        • Results - "Refreshing" a Quote Result Screen
        • Results - Selecting the Product
        • Multi Benefit Products
        • Multi Benefit Products - Product Details & Quick Commission
        • Multi Benefit Products - Level Term Assurance
        • Multi Benefit Products - Decreasing Term Assurance
        • Multi Benefit Products - Critical Illness Cover
        • Multi Benefit Products - Income Protection
        • Multi Benefit Products - Family Income Protection
        • Multi Benefit Products - Waiver of Premium
        • Results - Multi Benefit
        • Grouped Results View
        • View Options
        • Applying
        • Evidence of Research
        • Finding Quotes
        • Provider Documents
        • Help
        • Settings
        • Logging out of Webline
        • Leave Feedback
      • Webline Annuities
        •  Synaptic Webline - Detailed Annuities
        • Creating Quotes - Annuities
        • Quick Quote Annuities on Webline
      • Webline Web Services
        • Zurich - New Product Suite
      • Webline - Have a Question?
        • Can I get instant cover for Accident, Sickness and Unemployment?
        • Why have I not received a password reset email?
        • How do I disable pop-ups?
        • Why is a Provider in the results screen, but not appearing in the Comparison Report?
        • I get a warning message ‘no response’ on Webline – why is this?
        • Why does quote prices sometimes differ between Webline and providers?
        • Why certain providers do not return quotes?
        • Why do one (or more) providers not return quotes for me on Webline?
        • Can I quote joint life insurance on Webline, which pays out on second death?
        • When I click e-apply and buy now on Webline, I don’t get through to the providers website?
        • Webline errors - something went wrong?
        • Why do I get "Agency number mismatch" on Webline?
        • Where can I view the Critical Illness Coverage table?
        • Why do I get connectivity errors when trying to access Webline abroad?
        • How do I quote Relevant Life policies only?
        • How do I update my Webline password in the Synaptic Suite?
    • Synaptic Webline Play
      •  Introducing Webline Play
      •  Integrating Synaptic Webline Play, Quote & Apply
      •  Synaptic Webline Play - Integrating Webline Play into your website
      •  Synaptic Webline Play - How to apply for a quote
      • Webline Play - Colour Options
      •  Webline Settings - Agency Codes
      •  Webline Settings - Commission Settings
      •  Webline Settings - Provider Panel
      •  Webline Settings - Editing your details
      •  Webline Settings - Adding New Users
      •  Webline Settings - How to disable users
      • Webline Play - Life Insurance Quotes
      • Webline Play - Income Protection Quotes
      • Webline Play - Integrating Webline Play onto your website
    • Synaptic Product and Fund Research
      • Product and Fund - Account Settings
        • Using the same account on multiple computers
        • Is there a limit on concurrent users?
        • Can I delete users?
        • How do I create new users and edit accounts?
        • Can I change a users details and password?
        • Can I change the administrative password for our account?
        • How do I administer my firm's user list?
        • How do I add my agency codes?
      • Product and Fund - Getting Started
        • Synaptic Suite Product User Guide
        • Synaptic Suite Fund Guide
        • Top Tip - Ethical Fact Find
        • How to log into Products on our website
        •  How to conduct research - ISA scenario
        •  Fund Factsheets
        •  Funds from a specific promoter and specific contract
        •  Quick Find Box - Contract Tab
        •  Quick Find Box - Company Tab
        •  Quick Find Box - Fund Tab
        • Quick Find Box - Client Tab
        • How do I update my Product & Fund research password in the Synaptic Suite?
        • How do I navigate the software?
        • How do I start a piece of research?
        • Overview of the research process
        • Choosing a product type
        • Entering client details
        • What is the layout of the filtering screen?
        • Grid of contracts
        • Adding columns to the grid of contracts
        • Filtering the grid of contracts
        • Ranking contracts
        • Generating a suitability report
        • How do I search for fund factsheets?
        • Re-opening old research
        • Manually selecting the contracts to research
        • Basic hints and tips
        • Application Tabs
      • Product and Fund - Have a Question?
        • What are the AIC sector changes for Investment Trusts?
        • Where has the IA Money Market sector gone?
        • I can't log into Synaptic Product & Fund Research - Why?
        • Who supplies the past performance data and how often is it updated?
        • What are the different types of fund research?
        • Are there any tools available?
        • Are there any tips when using fund research?
        • Are there any tips when filtering?
        • What is the Resource Centre?
        • The home page
        • Do I use the Fund Picker or research into linked funds?
        • How do you use the field chooser?
        • How do I obtain protection quotes through Synaptic?
        • What fund reports can I produce?
        • What is the difference between Quick reports and Suitability reports?
        • Can you edit Suitability reports?
        • How does Synaptic deal with contract data?
        • Does Synaptic save clients and research?
        • How do you calculate the Stochastic projection graphs?
        • Where do I find products and how do I start new research?
        • How do I start fund research?
        • What report templates do you have on Synaptic?
        • Where can I find Special offers?
        • Can I sort the grid in the filtering screen?
        • Can I share research?
        • Can I send research to other users?
        • Can I send research between users?
        • How is the sector position graph calculated?
        • How do I save results from the fund picker and include it in reports?
        • Can I save and export the research grid?
        • How is the returns each month graph calculated?
        • Can I research new and existing business?
        • What is the difference between Report Manager Suitability reports and Quick reports?
        • Can I remove all filters on the filtering screen?
        • Can I record notes on research?
        • How are the ranking graphs calculated?
        • How are funds ranked?
        • How do I rank contracts into a league table?
        • Do you have a link to quote engines?
        • What is in the Quick reports and can they be edited?
        • How is the quartile ranking graph calculated?
        • How are the contracts categorised?
        • Is there a difference between Product Research and Fund Research?
        • How is Synaptic Research beneficial to Product providers?
        • How do I setup Preset Criteria?
        • How do I create a Portfolio?
        • How is the portfolio value graph calculated?
        • Can I produce a Portfolio report?
        • How is the portfolio composition graph calculated?
        • How is the performance vs. volatility graph calculated?
        • Can I create a panel of products?
        • Can I create mutual fund analysis and factsheets?
        • How do I use Manual fund lists?
        • How is the monthly premium graph calculated?
        • How can I create market research?
        • Can I manually exclude contracts?
        • Can I create a list of linked funds for a contract?
        • Is there limitations if you only subscribe to one module of Synaptic Research?
        • Do you integrate with other software?
        • How do I import filtering from old research?
        • How are the ranking scores calculated?
        • Can I lock features within preset criteria?
        • Can I create a portfolio graph?
        • Can I give users the ability to create preset criteria?
        • Can I generate multiple fund factsheets and graphs?
        • What fund sectors do you have on Synaptic Research?
        • How do you use the Fund Picker?
        • What fund graphs can I find on Synaptic Research?
        • What information is in the fund factsheets?
        • Do you have Ethical funds on the system?
        • Can I flip the grid in the filtering screen?
        • How do I find old research?
        • How do I find contracts, providers, funds, and clients?
        • Who supplies your data?
        • What are the benefits of using Synaptic Research?
        • How do I filter the grid of contracts?
        • How do I filter on statistics within Product research?
        • Can I filter on specific linked funds?
        • How do I filter on sectors?
        • How do I filter on policy conditions?
        • How do I filter on past performance?
        • How do I filter on field values in the grid?
        • How do I filter on features?
        • Can I view field definitions and contract notes?
        • What data does FE fundinfo supply?
        • How is the distribution of returns graph calculated?
        • Can I distribute personal presets across the firm?
        • Can I display factsheets from the data grid?
        • What are the differences between product-focused and client-focused research?
        • What are the differences between fund research and product research?
        • Can I delete research?
        • What are the definitions of fund performance figures?
        • How do I define portfolio holdings and settings?
        • What products do you have on Synaptic Research?
        • How is the cumulative performance graph calculated?
        • How do I create shared research for other users to import?
        • How do I create preset criteria?
        • Can I create new research based on existing research?
        • Can I create multiple presets?
        • Can I copy research?
        • Can I create bespoke Report Manager Suitability report templates?
        • What data is within contract factsheets?
        • Can you use Synaptic research for Compliance checking?
        • How do I create a comparison report?
        • How do I create a Company factsheets
        • How can I check fund availability?
        • How do I change the title of research?
        • Can I change the order of data fields in the grid?
        • How do I carry out file-checks?
        • How do I build grids and filtering contracts?
        • What browser software can I use?
        • Do you have any browser hints and tips?
        • Do I need to configure my browser to use Synaptic Research?
        • Is bid-to-bid used for the data on your factsheets?
        • How is the best/worst returns graph calculated?
        • What are the basics of fund research?
        • How is the asset allocation graph calculated?
        • How is the annual premium graph calculated?
        • How is the annual performance graph calculated?
        • How is the alpha vs. beta graph calculated?
        • How do I add fields to the grid?
        • When do presets take effect?
        • How do I set up Personal Preset Criteria?
        • Can I share my research?
        • How can I filter on Past Performance?
        • How do I research Stocks and Shares ISA - Alternative Investment Market?
        • What is Ranking?
        • How do I use the Fund Picker?
        • How do I retrieve research?
        • How do I select a Product Area to Research?
        • How do I start client focused research?
        • How do I start Product Focused Research?
        • What are the differences between Client Focused and Product Focused Research?
        • Introduction to filtering
        • Have you got any tips on filtering?
        • How do I filter on features?
        • How do I filter on sectors?
        • How do I filter on Policy Conditions?
        • How do I filter on Specific Linked Funds?
        • How do I filter on Statistics?
        • Can I remove all filtering within a piece of Research?
        • How do I manually exclude contracts?
        • Can I create an audit trail?
        • How do I filter using a grid of contracts?
        • How do I create Multiple Reports on Synaptic Research?
        • How do I send research in Synaptic Research?
        • Where is my research stored?
        • How long is stored research held on the system for?
        • Why is no Quote link being displayed for a product type?
        • Does Synaptic Research “run in offline mode”?
    • Synaptic Contract Enquiry
      • Setting up Contract Enquiry
      • Synaptic Contract Enquiry - User Guide
    • Synaptic Suite Settings
      • Settings - Getting Started
        • Unipass Certificate
        • Understanding Icons
        • Organisation Structure
        • Parent/Child Organisation Structure
        • Fund Universe
        • Portfolio Builder
        • Licencing
        • Modeller Journey Settings
        • Knowledgebase
        • Help and Support
      • Settings - Have a Question?
        • Where can I find my Account Settings?
        • What can someone in an Adviser role see and do?
        • How do I change my password?
        • How do I sign out?
        • Can I customise Modeller?
        • What is the difference between Portfolio/Panel
        • How do I add a new portfolio/panel?
        • Can I share portfolios?
        • Can I import funds by Citicode?
        • How do I use the portfolio wizard?
        • How do I produce factsheets?
        • Where can I find the organisation and users area?
        • How do I add additional organisations?
        • How do I add new users?
        • What can someone in a Paraplanner role see and do?
        • What can someone in a Administrator role see and do?
        • What can someone in a EMP administrator role see and do?
        • What can someone in a EMP User role see and do?
        • What can someone in a Corporate User role see and do?
        • What can someone in a Modeller Journey Override role see and do?
        • How do I find a user?
        • How do I delete and edit a user?
        • How do I reset a users password?
        • How do I setup client service levels?
        • How do I add custom asset types?
        • What can you do within the fund universe area?
        • How do I setup Modeller Journey Override and Fund Based Journey?
    • Data and Application Security
      • Data and Application Security
  • Provider Knowledge Base
    • Videos
      •  Synaptic Webline Protection - User Interface Improvements
      •  Synaptic Webline Protection - Multi Benefit
      •  Synaptic Webline Protection - Finding Quotes
      •  Synaptic Webline - Detailed Annuities
  • Home

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About this Article
  • Created: 25/06/2022 4:43 pm BST
  • Last updated: 25/06/2022 4:43 pm BST
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