Popular Articles

71. Forgotten password?

    Last Updated: 07/12/2020 in Synaptic Suite Synaptic Comparator Comparator - Have a Question?
    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....

72. Can I delete users?

    Last Updated: 20/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Account Settings
    User accounts can be deleted by opening the account, and then clicking on the Delete user  link in the menu bar. Please note that accounts can be disabled – via the  Account Settings section of the user details – as well as deleted. However, this...

73. How do I create an Accumulation Goal?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    You have the ability to create Accumulation Goals for a client, this is for use within Modeller which is an Investment Planning and Risk Profiling tool. For full details regarding Modeller please refer to the Synaptic Modeller User Guide. The ...

74. Adding & Removing Users from the Client Module

    Last Updated: 16/09/2019 in Synaptic Suite Synaptic Client Client - Getting Started
    Select the ‘Organisations & Users’ drop down menu from the ‘Settings’ tab. By pressing the ‘New’ button and selecting ‘New User Account’ you can easily set up the new users. We use an individual’s email as user name as this normally streamlines ...

75. How do I reset my password?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    You can reset your password in Modeller by clicking on your username at the top right hand side of the main navigation ribbon. Select change password from the drop down list. If you cannot remember your password , you can reset your password on the...

76. Help and Support

    Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Getting Started
    The administrator has the availability of the Help  button, as shown in the screen below: There are 3 options in the drop down menu: About  has links to various sites including Synaptic Software Limited and Financial Express. ...

77.  Synaptic Analyser - Product Comparison

    Last Updated: 24/05/2018 in Synaptic Suite Synaptic Analyser Analyser - Getting Started
    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...

78. How do I quote Relevant Life policies only?

    Last Updated: 14/05/2021 in Synaptic Webline Webline - Have a Question?
    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...

79. How do I create a policy report?

    Last Updated: 23/11/2017 in Synaptic Suite Synaptic Client Client - Have a Question?
    Once you have finished entering holdings it is possible to access the data in report form which can be used to give to the client. You can produce an individual report for any holding by clicking on the report icon in the holdings screen as shown be...

80. Finding an Existing Client

    Last Updated: 14/05/2021 in Synaptic Suite Synaptic Modeller Modeller - Getting Started
    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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