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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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How do I create a user account on Webline
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This article provides you with an overview of the research process in Synaptic Research by using an ISA scenario. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...
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The client’s attitude to risk can either be set manually or decided upon by completion of the questionnaire by clicking on the edit button next to the Attitude to Risk field. If a questionnaire has already completed for a client,...
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You can import an entire list of funds using the Import by Citicode button if you have these codes available. You have the option to free type the codes in manually or copy and paste from another source as shown in the screen shot below: ...
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If you would like to duplicate a contact within Synaptic Comparator (maybe for a partner who lives at the same address etc..), click on the Contacts button in the left hand menu: Click on the name of the client you wish to duplicate in th...
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It is possible for you to record against a client their current arrangements, we use the generic term “Holdings” to describe these. There are 5 types of Holdings: Platforms SIPPs Plans Assets Accounts This guide will go through t...
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All research must be performed against a contact, click on Contacts in the left hand menu. In the Contacts screen, you should by default see a list of available contacts to choose from, click on the name of the person you wish to conduct...
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To start a modelling session, you need to record an accumulation goal for your client. To record a new goal, you have the option of either using the New Action button (as shown below) at the top of the screen or clicking on the Accumulation Goal ...
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Accident, Sickness and Unemployment instant cover To apply for Accident, Sickness and Unemployment cover, Best Insurance requires you to pre-register. Pre-register here. Alternatively, you can register when applying for a quote on Synapti...