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A role dictates 2 things; What a user can see What a user can do Combined they allow a user to have many functions within the software. Paraplanner This role allows the user into the applications for which they hold a licence e.g. Modelle...
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The software’s home page provides access to a number of areas of the system: The Home tab, containing news about products, companies and information on Synaptic products and training, plus the range of product areas (as many as seven), ...
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When including a GIA in your research, you need to complete the GIA specific amount. Click on Platforms in the left hand menu: In the right-hand Investment pane, complete the GIA SPECIFIC amount (£) field with the amount you wis...
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It is possible to duplicate a piece of research in Synaptic Comparator to save time when the details are similar. For example, it may be useful to duplicate a piece of research that has similar platform features. To do this, navigate to the contac...
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Data and Application Security Synaptic Software adheres to the strictest standard of data and information security policies. The public version of these policies are available upon request. Policies for Information Technology Security, Data Mana...
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Preset criteria allow compliance officers to apply (orenforce, if required) standards across their organisation. For example: Contract features which must be recommended to a client (e.g. PPI on personal pensions). Other conditions w...
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The filtering screen provides access to a wealth of functionality. The simplest overview of it is a description of the screen’s layout see article: The layout of the filtering screen. This area of the software doesn’t just handle fil...
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On the main holdings page you can update contract enquiry for all contracts selected to use contract enquiry at once by clicking the start contract enquiry button in the ribbon bar. If the start contract enquiry button is greyed out, this m...
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In order to reassign clients you will need to access the contact sections within Comparator/Illustrator. To do this, click on settings then organisation and users. Once the new page has loaded navigate to the Contacts section. Click the Re-assig...
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Access to Webline is limited to certain countries only due to security reasons. We assess the global access gateway settings regularly and configure access from countries after they have been assessed to adhere to the security guidelines. You can se...