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The Policy Conditions tab shows conditions such as minimum initial ages, minimum investments, various types of charging etc. The list of policy conditions can include two types of field: numeric fields, which can be filtered; and textual fields, ...
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The initial registration provides a single user for your firm – this is your administrator account. An administrator may use the system like any other user, but they have additional privileges including the ability to create new users. So in a...
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As well as, or instead of filtering on sectors, you can also eliminate contracts which do not offer specific linked funds. This can be done by selecting one of the options at the bottom of the Sectors tab: Selecting funds individually Funds c...
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If you would like any applications downloaded from your website, to be sent to a different address to your registered address, you may enable and enter a business reply address on this page. ...
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Last Updated: 13/02/2024
in Pathways Trials To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that th...
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Your browser does not support HTML5 video. This video will take you through Partially Underwritten Quotes within Synaptic Webline. ...
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The Past Performance ( PP ) tab shows the same list of sectors as the Sectors tab. NOTE – the sector classification shown on the PP tab will follow the sector classification choice made on the Sectors tab. If no sector classific...
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Select Users from the top menu bar: ...
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Your browser does not support HTML5 video. In this video we show you how to edit your personal details within your Synaptic Webline account. ...