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The plan name dropdown allows you to select a plan that has been previously input in the clients holding screen, alternatively you can input a new plan by choosing ‘Add new plan’ from the dropdown choices. You can add as many p...
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Your browser does not support HTML5 video. Use the Critical Illness table in Webline to check which providers cover specific conditions and any notes the provider has supplied. ...
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The details here are attached to any application that is downloaded from your consumer-facing website so it is important that these are correct. Note, that you may include a company trading name (useful if you have a website which you operate under...
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Your browser does not support HTML5 video. Quickly download, print and complete the Attitude to Risk Profiler with your client and tally up their risk rating with the Attitude to Risk Scoring Method. ...
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The Help tab on the top right of the screen, provides you with access to the KnowledgeBase, Documents, Terms and Conditions for Webline and the Cookie Policy. ...
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Other income gives you the opportunity to add details of any other income sources that you would like the system to take into consideration when determining how to meet the income profile along with calculating the tax liability for the scenario. Fo...
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All pieces of work are automatically saved when working through Webline. If you wish to recall a quote which you did previously, click on the Find button at the top left of the screen. Find becomes highlighted and a small Search b...
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Upon continuing, if there are any Uncrystallised funds remaining, then an annuity comparison can be obtained with the Uncrystallised funds. If no funds remain, then the annuity page will be skipped. To add an annuity income into the results f...
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Last Updated: 05/09/2023
in Pathways Trials This article is for new Salesforce users. If you are an existing Salesforce user, see article - Creating a Trial - Existing Salesforce Customers You can create a new trial through our website. Go to www.synaptic.co.uk/trial Enter details you ...
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There are 7 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Modeller - an investment planning and risk profiling tool. Comparator - a quantitative and qualitative on ...