Popular Articles

71. How do I start a piece of research?

    Last Updated: 21/02/2020 in Synaptic Suite Synaptic Product and Fund Research Product and Fund - Getting Started
    You start a new piece of research by choosing a product type on the software’s Home page. This displays the client-entry screen illustrated by the first screenshot. You can then choose between two types of research:  ·            ...

72. 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...

73. 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 ...

74. I cannot find a specific fund in Modeller – why is this?

    Last Updated: 13/02/2020 in Synaptic Suite Synaptic Modeller Modeller - Have a Question?
    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...

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. 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 ...

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. When I click e-apply and buy now on Webline, I don’t get through to the providers website?

    Last Updated: 23/04/2020 in Synaptic Webline Webline - Have a Question?
    I cannot connect to a provider's extranet site to e-apply / buy now

80. Logging into Webline through the Synaptic Suite

    Last Updated: 05/02/2025 in Synaptic Webline Webline Protection
    Webline can be accessed via the Synaptic Software Limited website.  Go to www.synaptic.co.uk . Click Login in the top right side of the webpage and select Synaptic Suite. Click on Synaptic. This will take you to the Synaptic login page as ...

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