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After we confirm your registration, you may immediately log on to the service using your administrator user name, and set up your company details using the " Settings " facility in Webline. In this section, you can set panels of products for the quo...
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Last Updated: 26/05/2022
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 the cli...
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Last Updated: 12/03/2020
in Provider Knowledge Base Videos
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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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Click on Portfolio Builder in the toolbar: You can either click into the tab or use the dropdown arrow to add a new portfolio or view recent records/lists: In this example, we have clicked into the Portfolio Builder tab. Select ‘New’ in t...
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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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Navigate to Settings> Edit your account This address should match the address registered with the providers in your agency agreements. It is very important that this is correct, particularly your post code. ...
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Synaptic Risk Profiles are now available as content integration within ATEB Suitability Report Writing Software. The risk profile definitions and descriptions (1-5 and 1-10) as well as introductory text will be available to enable and select when...