Popular Articles

41. Synaptic Suite Product User Guide

    Last Updated: 09/10/2019 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    Synaptic Suite Product User Guide.pdf

42. Application Tabs

    Last Updated: 11/02/2020 in Synaptic Suite Synaptic Client Client - Getting Started
    There are 9 tabs at the top of the screen that you can choose from: Clients - where you can add or retrieve client details. Risk rating -  Risk rated funds and portfolios Modeller  - an investment planning and risk profiling tool. Analyser ...

43. Synaptic Comparator Setup Quick Start Guide - Download

    Last Updated: 14/02/2020 in Synaptic Suite Synaptic Comparator Comparator - Account Settings
    Click here to download Synaptic Comparator Setup Quick Start Guide

44. Synaptic Modeller User Guide

    Last Updated: 09/10/2019 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    Synaptic Modeller User Guide.pdf

45. Recording Holdings

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    Modeller allows you to add client holdings in the holdings area and allows these holdings to be allocated to goals which the client may have. Note that it is only possible to allocate a complete holding towards a desired goal. There are two ways to...

46. Synaptic Analyser User Guide

    Last Updated: 09/10/2019 in Synaptic Suite Synaptic Analyser Analyser - Getting Started
    Synaptic Analyser User Guide.pdf

47.  Getting Started - Creating Holdings

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Client Client - Getting Started
    Your browser does not support HTML5 video. All information contained within this video is fictitious. Any resemblance to real persons, living or dead, is purely coincidental. ...

48. Can I change a users details and password?

    Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings
    You can view your user details and change your password by going to the home page and clicking on your name in the menu bar. You can then change your password by using the Change your password  link in the menu bar of the account-details page. You ...

49. Can I quote joint life insurance on Webline, which pays out on second death?

    Last Updated: 23/04/2020 in Synaptic Webline Webline - Have a Question?
    You can quote on joint life on a last survivor basis for a whole of life policy. When you have filled in client A and client B details, you need to select the 'cover basis' to be 'joint last survivor' as shown in the screen shot below. The dropdown...

50. Add a new user in Webline

    Last Updated: 02/04/2020 in Synaptic Webline Webline Account Settings
    To add a new user to your Webline account, you must be setup as a Vendor Administrator. Start by logging into Webline. Click into 'Users' in the main menu, then 'Add New User'. Complete the details of the new user, a password and select a logo...

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