How to complete information in the Compliance Details tab, Report Content information, View Portfolio Factsheet and Create a Report
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- How do I log into Risk Explorer?
- How to reset a users password
- Administrator Password Reset
- Adding New Users
- How to grant access to Support
- Homepage
- Creating a Contact
- Contact Page
- Creating a new Attitude to Risk Questionnaire
- Creating an Attitude to Risk Questionnaire on behalf of your client
- Sending an Attitude to Risk Questionnaire to your client to complete
- Attitude to Risk Questionnaire Report
- Portfolio Builder - Creating a Portfolio
- Portfolio Builder - Compliance Tab
- Portfolio Builder - Portfolio Factsheet
- Portfolio Builder - Importing Funds into a Portfolio
- Portfolio Builder - Importing Portfolios
- Investment Pathways
- Investment Pathways - Default Fund List
- Investment Pathways - Discretionary Fund Managers, Multi-Asset & Insurance Distribution Directives
- Investment Pathways - Model & Bespoke Portfolios
- Investment Pathways - Default Fund List - Import
- Investment Pathways - Default Fund List - Export
- Illustrations
- Illustrations - Navigation
- Illustrations - Creating an Illustration
- Illustrations - Investment Details
- Illustrations - Pathway Selection
- Illustrations - Charges & Fees
- Illustrations - Capacity For Loss
- Illustrations - Outcome Screen
- Illustrations - Outcome - Chart
- Illustrations - Outcome - Efficient Frontier
- Illustrations - Edit Outcome
- Illustrations - Edit Outcome - Illustration Settings
- Illustrations - Edit Outcome - Alternative Outcomes
- Illustrations - Edit Outcome - 'What If' Scenario
- Illustrations - Edit Outcome - Sustainable Drawdown
- Illustrations - Edit Outcome - Solve Contributions
- Illustrations - Edit Outcome - Term Matrix
- Illustrations - Edit Outcome - Change Portfolio
- Illustrations - Report
- Configuration
- Company Settings - Company Information
- Company Settings - Branding
- Company Settings - Terms & Conditions, Disclaimer and Risk Questionnaire Message
- Central Investment Strategy - Client Risk Questions & Answers
- Central Investment Strategy - Risk Categories
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- Why do I need to complete a new Attitude to Risk Questionnaire after the update?
- What's in Risk Explorer 2.0 Release?
- Can I have a trial version?
- What does Risk Explorer do?
- What browsers are supported?
- Password reset – I cannot bypass the security question, how can I gain access?
- How are the Risk Ratings calculated?
- How do I access Risk Explorer if I already use Salesforce?
- Can I duplicate a portfolio?
- Can I delete a portfolio?
- In my portfolio there are different ticks next to the funds. What's the difference?
- Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?
- I answered 'No' to the capacity for loss question and I can't undo it - how can I change this?
- What is the difference between Illustration Settings and a 'What If' scenario?
- Can I use the software on a mobile/tablet?
- How reliable is the data collected for the Risk Ratings?
- Do I have to follow a specific workflow?
- What Training is available on Salesforce?
- What Support is available?
- Can I upload my own branding?
- Can we include our regulatory statements on communications and reports?
- Can we update the text on the Attitude to Risk Questionnaire when sending to a client?
- Can I view the scoring method for the Attitude to Risk Questionnaire?
- Can I view the Risk Categories?
- What Attitude to Risk Questionnaires are available?
- How do the Asset Allocations align to the Attitude to Risk Questionnaire?
- Can I send an Attitude to Risk Questionnaire to the client to complete?
- How can I tell when a client has completed an Attitude to Risk Questionnaire?
- Can I duplicate an illustration?
- Can I have multiple illustrations open at one time?
- Will you be able to setup an end goal for a client at beginning of journey?
- I've pinned a task to the navigation bar, how do I unpin it?
- How do I access Risk Explorer if I already use Salesforce?
- Why can't I see withdrawals and contributions in the outcome graph?
- Is Cash included in the portfolio factsheet?
- How do I remove the target amount red line from the graph?
- Where do the Compliance notes in the Attitude to Risk Questionnaire pull through to?
- Why is the Portfolio Fact sheet 'view' button greyed out in the Compliance Details tab?
- How do I include inflation in an Illustration?
- When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?
- My Risk Explorer screen doesn't look right - How can I resolve this?
- Our company logo is appearing too large on the report - why is this?
- What is a Bespoke Portfolio?
- User did not receive a password reset email
- Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?
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- Risk Explorer - Contacts
- Risk Explorer - Attitude to Risk Questionnaire
- Risk Explorer - Illustration Details
- Risk Explorer - Illustration Outcome
- Risk Explorer - Edit Outcome
- Risk Explorer - Compliance Details, Report Content & Report
- Risk Explorer - Portfolio Builder
- Risk Explorer - How to Import Funds and Portfolios
- Risk Explorer - Investment Pathways
- Risk Explorer - How to reset a users password
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- Risk Rated Holdings
- Risk Rated Holdings within the Client Module
- Risk Rated Holdings within Modeller
- Synaptic Software Client User Guide
- Synaptic Software Client Administration Guide
- Getting started - Client Module & ATR Questionnaire
- Getting Started - Creating Holdings
- Top Tip - Adding a Portfolio into a Holding
- Improved Client Search
- Application Tabs
- Creating New Clients
- Adding & Removing Users from the Client Module
- Attitude to Risk (ATR)
- Creating Holdings
- Custom Asset Types
- Finding an Existing Client
- Setting Vitality Client Status within Comparator
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- Why do I need to complete a new Attitude to Risk Questionnaire after the update?
- How do I add funds to a Manual Fund List?
- How do I add Manual Asset Classes?
- How do I add a Self Invested Personal Pension (SIPP)?
- How do I add a Platform?
- How do I create a policy report?
- How do I create an Accumulation Goal?
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- Why do I need to complete a new Attitude to Risk Questionnaire after the update?
- Synaptic Risk Rating User Guide
- A2Risk Adviser Guide
- What is included in the Risk Service?
- Accessing the Risk Service in Synaptic Suite
- Accessing the Attitude to Risk Questionnaire
- Using Synaptic Attitude to Risk Questionnaire
- Top Tip - Attitude to Risk Questionnaire
- Top Tip - Paper Attitude to Risk Questionnaire
- Top Tip - Using your client's Attitude to Risk to select a Portfolio or Fund
- ATEB Suitability content integration
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- Synaptic Modeller User Guide
- What is Synaptic Modeller?
- Risk Rated Holdings within Modeller
- Adding a New Client
- Finding an Existing Client
- Setting the Default Attitude to Risk
- Client Attitude to Risk Report
- Recording Holdings
- Modelling a Goal Based Scenario
- Finding Existing Goals
- Reviewing a Goal
- Scenario Modelling Report
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- How do I use the work space for modelling new scenarios?
- How do I rebalance portfolios?
- What do the Modeller graphs tell me?
- I have completed the modelling session, but the final report is not loading – why is this?
- I cannot find a specific fund in Modeller – why is this?
- My chosen fund is unavailable – why is this?
- My chosen fund’s asset allocations are missing – why is this?
- I get a warning message when selecting a specific fund – what could be causing this?
- How do I get values for any holdings by using contract enquiry?
- How can I manually add or update values to holdings?
- How do I add a cash ISA to holdings?
- How do I reset my password?
- Is it possible to do joint reports in Modeller?
- How do I delete a duplicate record?
- How is the attitude to risk level determined? What is this based on?
- Where can I find the asset allocation graphs in Modeller?
- How are the asset allocations updated?
- How do the calculations work in Modeller?
- What is the £10k illustration screen?
- What is the capacity for loss figure? How can these be determined?
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- Synaptic Analyser Quick Start Guide
- Synaptic Analyser User Guide
- Logging into Synaptic Analyser
- Routes through the system
- Phased Drawdown
- Phased Drawdown - Adding Plans
- Phased Drawdown - Income Requirements
- Phased Drawdown - Other Income
- Phased Drawdown Results
- Phased Drawdown - Add Annuity
- Phased Drawdown - Overall Results
- Synaptic Analyser - Other Income
- Creating Holdings
- Synaptic Analyser - Product Comparison
- Synaptic Analyser - Income Analysis
- Synaptic Analyser - Completing Income Analysis through the Results Screen
- Costs and Charges Calculator
- Maturity Values Calculator
- Projection Calculator
- Income Analysis Research - Adding Goal Details
- Income Analysis Research - Adding Plans
- Income Analysis Research - Income Requirements
- Income Analysis Research - Other Income
- Income Analysis Research - Add Annuity
- Results Page
- Product Comparison Research
- Filtering Screen
- Product Comparison Results Screen
- Reports
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- What is Synaptic Analyser?
- Why am I unable to run a Phased Drawdown scenario directly through the Results screen?
- When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?
- Within the Plans area, why is there only one Phased option when I can choose UFPLS or PCLS separately?
- Why is Other Income mandatory when selecting ‘Phased’?
- How do I link my Webline account?
- How is the tax calculated in Analyser?
- I am trying to generate an Annuity quote within Analyser and I am getting an error - why is this?
- How do I select a client when clicking into Analyser?
- How do I add and amend client details?
- Where can I add a holding to use within Analyser?
- How do I add Income Sources?
- Where can I find previous Analyser research?
- How do I start Analyser research?
- Can I override the Forecast Life Expectancy?
- Are you able to upload your own logos for the report?
- Is tax included in the calculations?
- Does the client have to take the full 25% when selecting the PCLS option?
- How do I select a fund/portfolio within Analyser?
- Are the state pension calculations triple locked?
- How do I export the charts?
- Can Analyser demonstrate results in the event of a market crash?
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- Synaptic Comparator Setup Quick Start Guide - Download
- Setting up service levels and adviser fees
- Setting up assets, panel and reports
- Introduction to fund panels and portfolio builder
- Setting up contacts
- Introduction to provider special deals
- Introduction to organisation structure
- Synaptic Comparator Administrator User Guide - Download
- Portfolio Management
- Panel Management
- Fund Management
- How to control the branch / sub company panel permissions in Synaptic Comparator
- How to create users in Synaptic Comparator
- Setting up Client & Family Assets Under Administration
- Setting up adviser charges
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- Synaptic Comparator Quick Start Guide - Download
- Synaptic Comparator User Guide - Download
- Synaptic Comparator - Pension Switching Guide
- Synaptic Comparator Cash Feature User Guide
- Top Tip - Pulling values into the Critical Yield Calculator
- Getting started with cost and charges calculator
- Getting started with projection calculator
- Getting started with maturity value calculator
- Getting started with critical yield calculator
- Generic Fund
- How to conduct research in Synaptic Comparator?
- Creating a new contact in Synaptic Comparator
- Investment details for ISA
- Investment details for Onshore and Offshore bonds
- Investment details for SIPP
- Investment details for a Personal Pension
- Investment details for GIA
- Changing the default report look and feel
- Application Tabs
- Using the Existing Plan area
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- Why is the Parmenion platform being excluded from my Comparator research when I select funds?
- Why is the Parmenion platform for passive investments only?
- Can’t find a fund?
- I am doing ISA research and have to specify GIA amount – why is this?
- I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?
- Why are no funds found when trying to create a portfolio?
- How to generate Fund factsheets
- How to view previously completed research / reports
- How to edit a contact in Synaptic Comparator
- How to delete a contact in Synaptic Comparator?
- How to resume unfinished research?
- How to duplicate a contact in Synaptic Comparator?
- How To Reassign A Contact In Synaptic Comparator?
- How To Duplicate Piece Of Research?
- Where can I see the initial adviser fees on a client report?
- I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?
- How do I set a flat rate of £1000 initial fee for an adviser?
- I have tried logging in and now the site says I am logged out – why is this?
- Can I reassign clients to another user?
- Forgotten password?
- Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?
- I have a special deal with a provider, how do I add these to Comparator?
- I have completed the research, but the final report is not loading – why is this?
- Where can I find platform factsheets?
- When are ISA rates updated for Comparator?
- I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?
- Why is cash account under investment details greyed out?
- Why do I get an error message when adding cash account feature?
- My report buttons are missing - why is this?
- Comparator Report is showing dollar and pound signs - Why is this?
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- Email Verification & Password Reset
- Verifying your email address
- Password Reset
- Webline Settings - Agency Codes
- Webline Settings - Commission Settings
- Webline Settings - Adding New Users
- Webline Settings - Provider Panel
- Webline Settings - How to disable users
- Webline Settings - Editing your details
- View Your Details
- Edit Your Details
- View All Users
- Add New User
- Edit Your Account
- Product and Provider Panels
- Agency Codes
- Commission Settings
- User Options - Vendor Administrator Access
- How to edit your Account Details - Vendor Administrator Access
- How do I create more user accounts on Webline?
- Registration
- Change Password
- Settings
- Account Details
- Add a new user in Webline
- Change Company Name/Contact Details
- Change Regulatory Details
- Change Registered Address
- Set or Edit a Business Reply Address
- Compliance Text
- Info
- Documents
- Software Required
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- Synaptic Webline Protection - Partially Underwritten Quotes
- Synaptic Webline Protection - Apply Basket
- Synaptic Webline Protection - User Interface Improvements
- Synaptic Webline Protection - Multi Benefit
- Synaptic Webline Protection - Finding Quotes
- Apply Basket - Send to my System
- Apply Basket - Send to my Email
- News Section
- Top Tip - Critical Illness Table
- Top Tip - Quick Commission
- Webline Protection - Introduction
- Logging into Webline
- Client Details Standalone Products - Requesting Quotes
- Requesting Quotes - Common Buttons
- Requesting Quotes - Standalone Products
- Requesting Quotes - Product Details
- Requesting Quotes - Decreasing Term Assurance
- Requesting Quotes - Family Income Benefit
- Requesting Quotes - Income Protection
- Requesting Quotes - Whole of Life
- Results
- Results - Whole of Market Option
- Results - Producing an Illustration
- Results - "Refreshing" a Quote Result Screen
- Results - Selecting the Product
- Multi Benefit Products
- Multi Benefit Products - Product Details & Quick Commission
- Multi Benefit Products - Level Term Assurance
- Multi Benefit Products - Decreasing Term Assurance
- Multi Benefit Products - Critical Illness Cover
- Multi Benefit Products - Income Protection
- Multi Benefit Products - Family Income Protection
- Multi Benefit Products - Waiver of Premium
- Results - Multi Benefit
- Grouped Results View
- View Options
- Applying
- Evidence of Research
- Finding Quotes
- Provider Documents
- Help
- Settings
- Logging out of Webline
- Leave Feedback
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- Why have I not received a password reset email?
- How do I disable pop-ups?
- Why is a Provider in the results screen, but not appearing in the Comparison Report?
- I get a warning message ‘no response’ on Webline – why is this?
- Why does quote prices sometimes differ between Webline and providers?
- Why certain providers do not return quotes?
- Why do one (or more) providers not return quotes for me on Webline?
- Can I quote joint life insurance on Webline, which pays out on second death?
- When I click e-apply and buy now on Webline, I don’t get through to the providers website?
- Webline errors - something went wrong?
- Why do I get "Agency number mismatch" on Webline?
- Where can I view the Critical Illness Coverage table?
- Why do I get connectivity errors when trying to access Webline abroad?
- How do I quote Relevant Life policies only?
- How do I update my Webline password in the Synaptic Suite?
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- Introducing Webline Play
- Integrating Synaptic Webline Play, Quote & Apply
- Synaptic Webline Play - Integrating Webline Play into your website
- Synaptic Webline Play - How to apply for a quote
- Webline Play - Colour Options
- Webline Settings - Agency Codes
- Webline Settings - Commission Settings
- Webline Settings - Provider Panel
- Webline Settings - Editing your details
- Webline Settings - Adding New Users
- Webline Settings - How to disable users
- Webline Play - Life Insurance Quotes
- Webline Play - Income Protection Quotes
- Webline Play - Integrating Webline Play onto your website
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- Using the same account on multiple computers
- Is there a limit on concurrent users?
- Can I delete users?
- How do I create new users and edit accounts?
- Can I change a users details and password?
- Can I change the administrative password for our account?
- How do I administer my firm's user list?
- How do I add my agency codes?
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- Synaptic Suite Product User Guide
- Synaptic Suite Fund Guide
- Top Tip - Ethical Fact Find
- How to log into Products on our website
- How to conduct research - ISA scenario
- Fund Factsheets
- Funds from a specific promoter and specific contract
- Quick Find Box - Contract Tab
- Quick Find Box - Company Tab
- Quick Find Box - Fund Tab
- Quick Find Box - Client Tab
- How do I update my Product & Fund research password in the Synaptic Suite?
- How do I navigate the software?
- How do I start a piece of research?
- Overview of the research process
- Choosing a product type
- Entering client details
- What is the layout of the filtering screen?
- Grid of contracts
- Adding columns to the grid of contracts
- Filtering the grid of contracts
- Ranking contracts
- Generating a suitability report
- How do I search for fund factsheets?
- Re-opening old research
- Manually selecting the contracts to research
- Basic hints and tips
- Application Tabs
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- What are the AIC sector changes for Investment Trusts?
- Where has the IA Money Market sector gone?
- I can't log into Synaptic Product & Fund Research - Why?
- Who supplies the past performance data and how often is it updated?
- What are the different types of fund research?
- Are there any tools available?
- Are there any tips when using fund research?
- Are there any tips when filtering?
- What is the Resource Centre?
- The home page
- Do I use the Fund Picker or research into linked funds?
- How do you use the field chooser?
- How do I obtain protection quotes through Synaptic?
- What fund reports can I produce?
- What is the difference between Quick reports and Suitability reports?
- Can you edit Suitability reports?
- How does Synaptic deal with contract data?
- Does Synaptic save clients and research?
- How do you calculate the Stochastic projection graphs?
- Where do I find products and how do I start new research?
- How do I start fund research?
- What report templates do you have on Synaptic?
- Where can I find Special offers?
- Can I sort the grid in the filtering screen?
- Can I share research?
- Can I send research to other users?
- Can I send research between users?
- How is the sector position graph calculated?
- How do I save results from the fund picker and include it in reports?
- Can I save and export the research grid?
- How is the returns each month graph calculated?
- Can I research new and existing business?
- What is the difference between Report Manager Suitability reports and Quick reports?
- Can I remove all filters on the filtering screen?
- Can I record notes on research?
- How are the ranking graphs calculated?
- How are funds ranked?
- How do I rank contracts into a league table?
- Do you have a link to quote engines?
- What is in the Quick reports and can they be edited?
- How is the quartile ranking graph calculated?
- How are the contracts categorised?
- Is there a difference between Product Research and Fund Research?
- How is Synaptic Research beneficial to Product providers?
- How do I setup Preset Criteria?
- How do I create a Portfolio?
- How is the portfolio value graph calculated?
- Can I produce a Portfolio report?
- How is the portfolio composition graph calculated?
- How is the performance vs. volatility graph calculated?
- Can I create a panel of products?
- Can I create mutual fund analysis and factsheets?
- How do I use Manual fund lists?
- How is the monthly premium graph calculated?
- How can I create market research?
- Can I manually exclude contracts?
- Can I create a list of linked funds for a contract?
- Is there limitations if you only subscribe to one module of Synaptic Research?
- Do you integrate with other software?
- How do I import filtering from old research?
- How are the ranking scores calculated?
- Can I lock features within preset criteria?
- Can I create a portfolio graph?
- Can I give users the ability to create preset criteria?
- Can I generate multiple fund factsheets and graphs?
- What fund sectors do you have on Synaptic Research?
- How do you use the Fund Picker?
- What fund graphs can I find on Synaptic Research?
- What information is in the fund factsheets?
- Do you have Ethical funds on the system?
- Can I flip the grid in the filtering screen?
- How do I find old research?
- How do I find contracts, providers, funds, and clients?
- Who supplies your data?
- What are the benefits of using Synaptic Research?
- How do I filter the grid of contracts?
- How do I filter on statistics within Product research?
- Can I filter on specific linked funds?
- How do I filter on sectors?
- How do I filter on policy conditions?
- How do I filter on past performance?
- How do I filter on field values in the grid?
- How do I filter on features?
- Can I view field definitions and contract notes?
- What data does FE fundinfo supply?
- How is the distribution of returns graph calculated?
- Can I distribute personal presets across the firm?
- Can I display factsheets from the data grid?
- What are the differences between product-focused and client-focused research?
- What are the differences between fund research and product research?
- Can I delete research?
- What are the definitions of fund performance figures?
- How do I define portfolio holdings and settings?
- What products do you have on Synaptic Research?
- How is the cumulative performance graph calculated?
- How do I create shared research for other users to import?
- How do I create preset criteria?
- Can I create new research based on existing research?
- Can I create multiple presets?
- Can I copy research?
- Can I create bespoke Report Manager Suitability report templates?
- What data is within contract factsheets?
- Can you use Synaptic research for Compliance checking?
- How do I create a comparison report?
- How do I create a Company factsheets
- How can I check fund availability?
- How do I change the title of research?
- Can I change the order of data fields in the grid?
- How do I carry out file-checks?
- How do I build grids and filtering contracts?
- What browser software can I use?
- Do you have any browser hints and tips?
- Do I need to configure my browser to use Synaptic Research?
- Is bid-to-bid used for the data on your factsheets?
- How is the best/worst returns graph calculated?
- What are the basics of fund research?
- How is the asset allocation graph calculated?
- How is the annual premium graph calculated?
- How is the annual performance graph calculated?
- How is the alpha vs. beta graph calculated?
- How do I add fields to the grid?
- When do presets take effect?
- How do I set up Personal Preset Criteria?
- Can I share my research?
- How can I filter on Past Performance?
- How do I research Stocks and Shares ISA - Alternative Investment Market?
- What is Ranking?
- How do I use the Fund Picker?
- How do I retrieve research?
- How do I select a Product Area to Research?
- How do I start client focused research?
- How do I start Product Focused Research?
- What are the differences between Client Focused and Product Focused Research?
- Introduction to filtering
- Have you got any tips on filtering?
- How do I filter on features?
- How do I filter on sectors?
- How do I filter on Policy Conditions?
- How do I filter on Specific Linked Funds?
- How do I filter on Statistics?
- Can I remove all filtering within a piece of Research?
- How do I manually exclude contracts?
- Can I create an audit trail?
- How do I filter using a grid of contracts?
- How do I create Multiple Reports on Synaptic Research?
- How do I send research in Synaptic Research?
- Where is my research stored?
- How long is stored research held on the system for?
- Why is no Quote link being displayed for a product type?
- Does Synaptic Research “run in offline mode”?
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- Where can I find my Account Settings?
- What can someone in an Adviser role see and do?
- How do I change my password?
- How do I sign out?
- Can I customise Modeller?
- What is the difference between Portfolio/Panel
- How do I add a new portfolio/panel?
- Can I share portfolios?
- Can I import funds by Citicode?
- How do I use the portfolio wizard?
- How do I produce factsheets?
- Where can I find the organisation and users area?
- How do I add additional organisations?
- How do I add new users?
- What can someone in a Paraplanner role see and do?
- What can someone in a Administrator role see and do?
- What can someone in a EMP administrator role see and do?
- What can someone in a EMP User role see and do?
- What can someone in a Corporate User role see and do?
- What can someone in a Modeller Journey Override role see and do?
- How do I find a user?
- How do I delete and edit a user?
- How do I reset a users password?
- How do I setup client service levels?
- How do I add custom asset types?
- What can you do within the fund universe area?
- How do I setup Modeller Journey Override and Fund Based Journey?
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