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Once you have created a ranking system which matches the client’s requirements, click on the Report tool above the ranking results, below the page’s title. This displays the screen illustrated by the first screenshot. The firs...
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Sometimes your Internet settings can prevent connection from Webline to the providers’ extranet sites to complete the e-apply journey. To prevent this, follow the instructions below: Edge Open Microsoft Edge browser. Click on "More a...
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Once you have received your log in details via email, go to the Synaptic Software website – www.synaptic.co.uk and scroll down the screen until you find the ‘log in’ option. There are two ways to sign in. Click on Synaptic OR ...
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When a new client is set up in the client module, you can click on the ‘Edit’ button alongside ‘Attitude to Risk’ to access the questionnaire. You also have the option to run a new questionnaire by selecting ‘change...
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Synaptic Research uses mutual fund and index data supplied by FE Fundinfo. FE Fundinfo is a data company which specialises in the collection, validation, dissemination and analysis of fund information. It supplies more than half of all UK fund man...
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To create a new contact in Synaptic Comparator, click on the Contacts button in the left hand menu: You will then be presented with the Contacts screen: Click the new button: The contact details (titled Personal) ...
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Adding a new client or searching for an existing client is easily completed. You can also access the Attitude to Risk Questionnaire Reports that you have previously saved by clicking on the report button: ...
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For some Providers you will need to use credentials that are unique to you. This can be either via a Unipass or with specific usernames and passwords. In order for Contract Enquiry to work you will need to input these details in your Account Setti...
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All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. Your browser does not support HTML5 video. ...
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Click the Contacts button in the left hand menu: Click on the client you wish to amend, click on the edit button: You will then have access to edit the client details, please note any fields marked with an * are mandato...