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In order to search for a fund, start to enter the name of it in the search box. All funds that match what you have typed will appear in the list below for selection. You can also look for funds based on the universe, limited to, sector, promoter an...
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Your browser does not support HTML5 video. This video will take you through comparing products within the Product Comparison screen. This journey is used when you are aware of your clients income needs and would like to compare the best product...
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The section above describes how the grid of contracts can be filtered to remove contracts which don’t meet particular conditions. However, it’s also possible to select manually the contracts which you want to research – either ins...
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If a client has already been saved in Modeller, they can be retrieved using the Search Clients field below the main tabs bar. Start by typing in the forename or surname of the client who needs to be found: The clients that match your search ...
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Comparator does not allow you to request a new password automatically if you have forgotten your login details, so you will have to contact Synaptic Application Support to gain access to your account. Contact the team by email on support@synaptic....
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Start a goal review by selecting the magnifying glass symbol at the end of the goal you wish to review. You can then work your way through the different steps available for reviewing the client’s goal. Goal Details area allows you to...
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I cannot connect to a provider's extranet site to e-apply / buy now
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Webline offers business protection quotes which bring back results for Relevant Life policies if the search criteria is met. There is no specific option to select or filter results to display only Relevant Life policies but the quotes are returned f...
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Select Setup from the menu on the left hand side and then choose Panel Management: You will then see the Panel Management menu: Panel Management will allow you to remove or enable a previously excluded Platform in y...
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Click on rebalancing and you will be presented with a screen that allows you to choose the holdings to be rebalanced. You can select one or several holdings to be rebalanced. You can also change the order of the holding by dragging and dropping the ...