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When including a Self Invested Personal Pension in your research, you need to complete the SIPP Investment panel. Click on SIPP in the left hand menu: In the right hand Investment pane, complete the amount of contribution that will b...
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Introduction This user guide has been created to outline how to use the additional cash account functionality that has been incorporated into the existing Comparator tool. This guide will only outline how to use the new functionality, please refe...
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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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To view the reports generated from completed research, click Contacts from the left hand menu. Click on the name of the contact in the Contacts panel, any research done on the client will then show in the Activities panel: ...
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You must have a separate Portfolio Builder licence in order to use this part of the software. You can build and store different portfolios within the software and these can be shared with other members of your organisation. If you view a portfolio t...
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How to fix 'agency number mismatch' on Webline
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Figures used in fund factsheets in Synaptic Research are on a bid-to-bid basis. Figures used in product research – i.e. for ranking etc. –are on a bid-to-bid basis. Ranking calculations take account of annual management charges only.&nb...
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The results page is where you can see the input details and whether the desired income profile can be achieved. All values can be amended/changed from this screen, or new details added to it. Each time a change is made the system re-calculates the s...
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When including a Personal Pension in your research, you need to complete the PP Investment panel. Click on PP in the left hand menu In the right hand Investment pane, complete the amount of contribution that will be invested in the P...