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Synaptic Suit Software Knowledgebase
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  • Synaptic Pathways
    • Welcome!
      • Creating a Trial - New Customers
      • Setup - Attitude to Risk Questionnaire
      • Creating a Trial - Existing Salesforce Customers
      • How much is Synaptic Pathways?
      • Can I have a trial version?
      • Synaptic Pathways Features - Infographic
      • Synaptic Pathways Modules Overview
      • Trial
        • Getting Started with Synaptic Pathways
        • Contacts
          • Contacts - Getting Started
            • Why am I unable to add a fund to a holding?
            • Homepage
            • Creating a Contact
            • Contact Page
            • Risk Rate Holding
            • Creating an Off-Platform Holding
            • Off-Platform Holdings - Underlying Assets
            • Off-Platform Holdings - Contributions
            • Off-Platform Holdings - Withdrawals
            • Off-Platform Holdings - Performance
            • Off-Platform Holdings - Settings
            • Creating a Platform Holding
            • Platform Holdings - Holdings
            • Platform Holdings - Underlying Assets
            • Platform Holdings - Contributions
            • Platform Holdings - Withdrawals
            • Platform Holdings - Performance
            • Platform Holdings - Settings
            • Creating a Generic Holding
            • Generic Holdings - Contributions
            • Generic Holdings - Withdrawals
            • Generic Holdings - Underlying Assets
            • Generic Holdings - Cash Accounts
            • Generic Holdings - Assets
            • Generic Holdings - Performance
            • Generic Holdings - Charges
            • Generic Funds - Creating a Fund
            • Generic Funds - Asset Class
            • Generic Funds - Editing a Fund
            • Generic Funds - Deleting a Fund
            • Fund Validation on a Product
            • Off-Platform Holdings - Holding Report
            • Platform Holdings - Holding Report
            • Creating a Special Deal on a Contact record
            • How do I configure the Contacts tab to only view my clients?
          • Contacts - Videos
            •  Synaptic Pathways - Contacts
            •  Synaptic Pathways - Off-Platform Holdings
            •  Synaptic Pathways - Platform Holdings
            •  Synaptic Pathways - Creating a Client Special Deal
        • Attitude to Risk Questionnaire
          • Attitude to Risk Questionnaire - Getting Started
            • Attitude to Risk Questionnaire - Frequently asked questions
              • Attitude to Risk Questionnaire - Downloads
                • Decumulation Attitude to Risk Profiler 1-5
                • Decumulation Attitude to Risk Profiler 1-10
              • Attitude to RIsk Questionnaire - Videos
              • Risk Illustrations
                • Risk Illustrations- Getting Started
                  • How do I log into Pathways?
                  • Homepage
                  • Creating a new Accumulation 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
                  • Setting Attitude to Risk Manually
                  • Attitude to Risk Questionnaire Report
                  • Risk Illustrations
                  • Risk Illustrations - Navigation
                  • Risk Illustrations - Creating an Illustration
                  • Risk Illustrations - Investment Details
                  • Risk Illustrations - Pathway Selection
                  • Risk Illustrations - Charges & Fees
                  • Risk Illustrations - Results Screen
                  • Risk Illustrations - Results + Costs
                  • Risk Illustrations - Results + Inflation
                  • Risk Illustrations - Results + Costs & Inflation
                  • Risk Illustrations - Capacity For Loss
                  • Risk Illustrations - Suitability
                  • Risk Illustrations - Compliance Details
                  • Risk Illustrations - Report Content
                  • Risk Illustrations - Advanced Options
                  • Risk Illustrations - Advanced Options - Illustration Settings
                  • Risk Illustrations - Advanced Options - Alternative Outcomes
                  • Risk Illustrations - Advanced Options - 'What If' Scenario
                  • Risk Illustrations - Advanced Options - Sustainable Drawdown
                  • Risk Illustrations - Advanced Options - Solve Contributions
                  • Risk Illustrations - Advanced Options - Term Matrix
                  • Risk Illustrations - Advanced Options - Change Portfolio/Fund
                  • Risk Illustrations - Report
                  • Creating a new Decumulation Attitude to Risk Questionnaire
                • Risk Illustrations - Frequently Asked Questions
                  • Why do I need to complete a new Attitude to Risk Questionnaire after the update?
                  • What does Risk Explorer do?
                  • What browsers are supported?
                  • How are the Risk Ratings calculated?
                  • How do I access Risk Explorer if I already use Salesforce?
                  • Why is the 'Use Client's Default Risk Category' greyed out on the Pathway Selection screen?
                  • 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 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?
                  • 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?
                  • Why can't I see withdrawals and contributions in the graph?
                  • 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 Synaptic Pathways screen doesn't look right - How can I resolve this?
                  • Sustainable Drawdown – why is the retirement age 65 and the term 19 years by default?
                • Risk Illustrations - Videos
                  •  Synaptic Pathways - Attitude to Risk Questionnaire
                  •  Synaptic Pathways - Risk Illustration Details
                  •  Synaptic Pathways - Illustration Outcome
                  •  Synaptic Pathways - Risk Illustration Advanced Options
                  •  Synaptic Pathways - Risk Illustration Report
                  •  Synaptic Pathways - How to reset a users password
                • Risk Illustrations - Downloads
                  • Accumulation Attitude to Risk Profiler 1-5
                  • Accumulation Attitude to Risk Profiler 1-10
                  • Metrics Methodology
                  • A2Risk Guide
              • Income Analysis
                • Income Analysis - Getting Started
                  • Income Analysis - Creating Research
                  • Income Analysis - Add Goal Details
                  • Income Analysis - Plans
                  • Income Analysis - Income Requirements
                  • Income Analysis - Other Incomes
                  • Income Analysis - Annuity
                  • Income Analysis - Results
                  • Income Analysis - Results - Export Charts
                  • Income Analysis - Report
                  • Income Analysis - Advanced Options
                  • Income Analysis - Advanced Options - Compare
                  • Income Analysis - Advanced Options - Creating Scenarios
                  • Income Analysis - Advanced Options - Editing Scenarios
                  • Income Analysis - Advanced Options - Choosing your selected scenario
                  • Income Analysis - Phased Drawdown
                  • Income Analysis - Joint Life - Create Research
                  • Income Analysis - Joint Life - Add Goal Details
                  • Income Analysis - Joint Life - Plans
                  • Income Analysis - Joint Life - Income Requirements
                  • Income Analysis - Joint Life - Other Incomes
                  • Income Analysis - Joint Life - Annuity
                  • Income Analysis - Joint Life - Results
                  • Income Analysis - Joint Life - Advanced Options
                  • Income Analysis - Select scenarios to include in the Report
                  • Income Analysis - Advanced Options - Income Hierarchy
                  • Income Analysis - Advanced Options - Scenario Editor
                • Income Analysis - Videos
                  •  Income Analysis Retirement Cashflow - Creating Research
                  •  Income Analysis Retirement Cashflow - Results & Advanced Options
                  •  Income Analysis Retirement Cashflow - Income Requirements, Other Income and Annuity
                  •  Income Analysis Retirement Cashflow - Report and IllustrationUpdated
                  •  Income Analysis Retirement Cashflow - Overview
                  •  Income Analysis Retirement Cashflow - Plans
              • Research
                • Research - Getting Started
                  • Comparison & Ex-Ante
                    • Comparison & Ex-Ante - Creating through the homepage
                    • Comparison & Ex-Ante - Creating in the research tab
                    • Comparison & Ex-Ante - Creating within a client record
                    • Comparison & Ex-Ante - Add Investment
                    • Comparison & Ex-Ante - Editing Investment Details
                    • Comparison & Ex-Ante - Research Screen
                    • Comparison & Ex-Ante - Research Filtering
                    • Comparison & Ex-Ante - Trades
                    • Comparison & Ex-Ante - Adviser Fees
                    • Comparison & Ex-Ante - Select Platform/Custom Combination
                    • Comparison & Ex-Ante - Research Report
                    • Basis of Illustration - Results
                    • Basis of Illustration - Stochastic Forecast
                    • Basis of Illustration - Deterministic Forecast
                    • Basis of Illustration - Capacity for Loss
                    • Basis of Illustration - Suitability
                    • Basis of Illustration - Ex-Ante Statement
                    • Basis of Illustration - Compliance Details
                    • Basis of Illustration - Report Content
                    • Basis of Illustration - Mark Wrapper as Reviewed
                    • Client Check-in
                    • Comparison & Ex-Ante Report
                    • Off-Platform Product Notes - LV= Smoothed Managed Funds Bond
                    • Comparison & Ex-Ante - Excluded Products
                    • Comparison & Ex-Ante - Convert to Holding
                  • Comparison & Ex-Ante - Using a Central Investment Proposition
                    • Central Investment Proposition - Comparison with ex-ante research
                    • Comparison & Ex-Ante using a CIP - Creating through the homepage
                    • Comparison & Ex-Ante using a CIP - Creating in the research tab
                    • Comparison & Ex-Ante using a CIP - Creating research within a client record
                    • Comparison & Ex-Ante using a CIP - Add Investment
                    • Comparison & Ex-Ante using a CIP - Editing Investment Details
                    • Comparison & Ex-Ante using a CIP - Research Screen
                    • Comparison & Ex-Ante using a CIP - Research Filtering
                    • Comparison & Ex-Ante using a CIP - Trades
                    • Comparison & Ex-Ante using a CIP - Adviser Fees
                    • Comparison & Ex-Ante using a CIP - Select Platform/Custom Combination
                    • Comparison & Ex-Ante using a CIP - Research Report
                    • Basis of Illustration - Results - CIP
                    • Basis of Illustration - Stochastic Forecast - CIP
                    • Basis of Illustration - Deterministic Forecast - CIP
                    • Basis of Illustration - Capacity for Loss - CIP
                    • Basis of Illustration - Suitability - CIP
                    • Basis of Illustration - Ex-Ante Statement - CIP
                    • Basis of Illustration - Compliance Details - CIP
                    • Basis of Illustration - Report Content - CIP
                    • Basis of Illustration - Mark Wrapper as Reviewed - CIP
                    • Client Check-in - CIP
                    • Comparison & Ex-Ante Report
                  • Ex-Ante (Pre Sales)
                    • Ex-Ante - Creating through the homepage
                    • Ex-Ante - Creating in the Research tab
                    • Ex-Ante - Creating research within a client record
                    • Ex-Ante - Add Investment
                    • Ex-Ante - Editing Investment Details
                    • Ex-Ante - Research Screen
                    • Ex-Ante - Research Filtering
                    • Ex-Ante - Switches/Trades
                    • Ex-Ante - Adviser Fees
                    • Ex-Ante - Select Platform
                    • Ex-Ante - Basis of Illustration - Results
                    • Ex-Ante - Basis of Illustration - Stochastic Forecast
                    • Ex-Ante - Basis of Illustration - Deterministic Forecast
                    • Ex-Ante - Basis of Illustration - Capacity for Loss
                    • Ex-Ante - Basis of Illustration - Suitability
                    • Ex-Ante - Basis of Illustration - Ex-Ante Statement
                    • Ex-Ante - Basis of Illustration - Compliance Details
                    • Ex-Ante - Basis of Illustration - Report Content
                    • Ex-Ante - Basis of Illustration - Mark Wrapper as Reviewed
                    • Ex-Ante - Client Check-in
                    • Ex-Ante Report
                  • Switching
                    • Switching - Creating through the homepage
                    • Switching - Creating in the research tab
                    • Switching - Creating within a client record
                    • Switching - Research Screen
                    • Switching - Add Ceding Scheme
                    • Switching - Creating a Ceding Scheme from a Holding
                    • Switching - Add Target Scheme
                    • Switching - Results Screen
                    • Switching - Switches/Trades
                    • Switching - Fees
                    • Switching - Family Assets Under Management
                    • Switching - Comparison Report
                    • Switching - Report
                    • Off-Platform Product Notes - LV= Smoothed Managed Funds Bond
                    • Why is the RIY different for the target scheme of the consolidated schemes compared to the individual schemes target RIYs?
                    • Switching - Excluded Products
                • Research - Frequently Asked Questions
                  • 'Something has gone wrong' error in Research
                  • Why does the RIY increase with a greater % in cash?
                  • PruFund Growth & Cautious on M&G Wealth
                  • Why is RIY different when I enter investment amount and AUM separately, compared to adding both amounts as the investment?
                  • Why does the Ongoing Charge data differ to other sources?
                  • Why is research not appearing in the navigation bar?
                  • How do I set a Central Investment Proposition to active?
                  • I have created a Central Investment Proposition, but I cannot see it's reflected in the research?
                  • How is Stakeholder pension reflected in the research?
                  • Why can't I see a specific platform/provider in the research screen?
                  • Research without a Central Investment Proposition - what does it look like?
                  • What's the difference between Research with a Central Investment Proposition and without?
                  • What browsers are supported?
                  • Can I use the software on a mobile/tablet?
                  • What Support is available?
                  • What Training is available on Salesforce?
                  • My Synaptic Pathways screen doesn't look right - How can I resolve this?
                  • Pathways Illustration charge vs Provider published charge
                  • Why is there a negative transaction cost?
                  • How do I configure the Research tab to only show my Research?
                  • Off-Platform Pension Switch with Assets Under Management
                  • What does the link symbol next to a fund represent?
                  • Why does the Transaction Cost Ex-Ante differ to other sources?
                • Research - Videos
                  •  Switching.
                  •  Comparison with Ex-ante - Creating Research
                  •  Comparison with Ex-ante - Review, Client Check-In and Report
                  •  Ex-ante Research
              • Ex-Post Reviews
                • Ex-Post Reviews - Getting Started
                  • Can research be conducted from a holding that hasn't been converted from Ex-Ante Research?
                  • Ex-Post Reviews - How to create a review
                  • Ex-Post Reviews - Review Screen
                  • Ex-Post Reviews - Optimise
                  • Ex-Post Reviews - Optimise - Investment Details
                  • Ex-Post Reviews - Optimise - Contributions & Withdrawals
                  • Ex-Post Reviews - Optimise - Costs & Charges
                  • Ex-Post Reviews - Optimise - Optimise Portfolios
                  • Ex-Post Reviews - Optimise - Assets Under Management
                  • Ex-Post Reviews - Stochastic Forecast
                  • Ex-Post Reviews - Deterministic Forecast
                  • Ex-Post Reviews - Suitability
                  • Ex-Post Reviews - Costs & Charges
                  • Ex-Post Reviews - Capacity for Loss
                  • Ex-Post Reviews - Compliance Details
                  • Ex-Post Reviews - Report Content
                  • Ex-Post Reviews - Client Check-In
                  • Ex-Post Reviews - Report
                  • Ex-Post Reviews - Mark as Complete
                • Ex-Post Reviews - Videos
                  •  Ex-Post Reviews - Video
                • Ex-Post Reviews - Frequently Asked Questions
                  • Why does the % charge differ to the provider charging brochure on an Ex-post review?
                  • Why are some of the charges missing in the Costs & Charges tab?
              • Portfolio Builder
                • Portfolio Builder - Getting Started
                  • Why can't I find Royal London Governed Portfolios and GRIPS?
                  • Portfolio Builder - Creating a Portfolio
                  • Portfolio Builder - Fund Weighting to Risk Category Resolver
                  • Portfolio Builder - Compliance Tab
                  • Portfolio Builder - Portfolio Factsheet
                  • Portfolio Builder - Importing Funds into a Portfolio
                  • Portfolio Builder - Importing Portfolios
                  • Portfolio Builder - Exporting Funds
                  • In-House Discretionary - Create a Portfolio
                  • In-House Discretionary - Funds
                  • In-House Discretionary - Compliance Tab
                  • In-House Discretionary - Asset Allocation
                  • In-House Discretionary - Platforms & Products
                  • In-House Discretionary - Special Deals
                  • In-House Discretionary - Amending a Special Deal
                  • In-House Discretionary - Portfolio Factsheet
                  • In-House Discretionary - Historic Performance
                  • There are different ticks next to the funds in my portfolio. What's the difference?
                  • Is Cash included in the portfolio factsheet?
                  • What is a Bespoke Portfolio?
                  • Can I duplicate a portfolio?
                  • Can I delete a portfolio?
                  • Can I apply a special deal to MPS portfolios?
                  • How do I configure the Portfolio Builder tab to only show my portfolios?
                • Portfolio Builder - Videos
                  •  Synaptic Pathways - Portfolio Builder
                  •  Synaptic Pathways - How to Import Funds and Portfolios
                • Portfolio Builder - Frequently asked questions
                  • Why does more than one fund have the same ISIN identifier?
                  • Restricted Funds in Synaptic Pathways
              • Investment Pathways
                • Investment Pathways - Getting Started
                  • Investment Pathways
                  • Creating a Central Investment Proposition
                  • Central Investment Proposition - Adding On Platform Products
                  • Central Investment Proposition - Adding Off Platform Products
                  • Central Investment Proposition - Adding Portfolios
                  • Central Investment Proposition - Adding Fund Lists
                  • Central Investment Proposition - Creating Segments
                  • Central Investment Proposition - Adding On Platforms to a Segment
                  • Central Investment Proposition - Adding Off Platforms to a Segment
                  • Central Investment Proposition - Adding Portfolios to a Segment
                  • Central Investment Proposition - Adding Fund Lists to a Segment
                  • Central Investment Proposition - Adding Adviser Fees to a Segment
                  • Central Investment Proposition - Assigning Users to a Segment
                  • Investment Pathways - Discretionary Fund Managers, Multi-Asset & Insurance Distribution Directives
                  • Investment Pathways - Model, Bespoke & In-House Discretionary Portfolios
                  • Investment Pathways - Risk Ratings
                  • Adding/Removing Portfolios from the Central Investment Proposition
                • Investment Pathways - Videos
                  •  Synaptic Pathways - Investment Pathways
                  •  Synaptic Pathways - Central Investment Proposition - Configuring the CIP
                  •  Synaptic Pathways - Central Investment Proposition - Using the CIP in Research
              • Configuration
                • Configuration
                • Company Settings
                  • Company Settings - Company Information
                  • Company Settings - Branding
                  • Company Settings - Terms & Conditions, Disclaimer and Risk Questionnaire Message
                  • Company Settings - Organisation Growth Rates
                  • Our company logo is appearing too large on the report - why is this?
                  • Can we include our regulatory statements on communications and reports?
                  • Can I upload my own branding?
                  • Company Settings - Getting Started
                    • Company Settings - Stress Test
                  • Company Settings - Videos
                    •  Company Settings - Branding Video
                • Central Investment Strategy
                  • Central Investment Strategy - Client Risk Questions & Answers
                  • How do I change the Risk Set from 1-10 to 1-5 or vice versa?
                  • Central Investment Strategy - Risk Categories
                  • Can I view the Risk Categories?
                • Special Deals and Discounts
                  • Special Deals and Discounts - Getting Started
                    • Assets Under Management
                    • Creating Special Deals
                    • Creating a special deal for Morningstar
                    • Creating a special deal for Fidelity
                    • Creating a special deal for Aberdeen
                    • Creating a special deal for Aviva Wrap
                    • Creating a Special Deal on a Contact record
                  • Special Deals and Discounts - Videos
                    •  Creating Special Deals - Video
                    •  Creating Special Deals - Provider Examples Video
              • Fund Lists
                • Fund Lists
                • Fund Lists - Exclude Funds
                • Fund Lists - Import
                • Fund Lists - Export
                • Fund Lists - Share Class Lock
              • My Apps & Settings
                • My Apps & Settings - App Launcher
              • Pathways Administration
                •  Synaptic Pathways - How to reset a users password
                • Setup - Attitude to Risk Questionnaire
                • How to reset a users password
                • Administrator Password Reset
                • Adding New Users
                • How to grant access to Support
                • User did not receive a password reset email
                • I've pinned a task to the navigation bar, how do I unpin it?
                • How do I access Synaptic Pathways if I already use Salesforce?
                • Password reset – I cannot bypass the security question, how can I gain access?
                • Assigning Whole of Market Permissions
                • Why is Salesforce mandating Multifactor Authentication (MFA)
                • Setting up Multifactor Authentication
                • Setting up a new device for Multifactor Authentication
              • Integrations
                • intelliflo office
                  • Setup access from intelliflo store
                  • Setup access in Synaptic Pathways
                  • Importing client details
                  • Importing holdings
                  • Saving reports to intelliflo office
                  • Error message importing intelliflo client
                • CIExpert
                  • Synaptic CIExpert discount offer
                  • Set Synaptic as quote provider
                  • Link to CIExpert from Pathways
                  • Send quote results to CIExpert
                  • View Pathways Protection pricing in CIExpert
                  • Applying direct from CIExpert
              • Review Synaptic Pathways!
                • How to review Synaptic Pathways
              • Documentation
                • Synaptic Pathways Due Diligence
              • Protection
                • Entering your Synaptic Webline Credentials
                • Creating a Protection quote
                • Selecting Benefits
                • Quote Results Screen
                • Edit/View Benefit
                • Level Term Assurance Quote
                • Critical Illness Quote
                • Business Protection Quote
                • Convertible Term Assurance Quote
                • Decreasing Term Quote
                • Family Income Benefit Quote
                • Income Protection Quote
                • Whole of Life Quote
                • Joint Life Quote
                • Comparison Report
                • More Info & Documents
                • Apply
                • Protection - Getting Started
                  • Protection - Videos
                    •  Synaptic Pathways Protection Video
                    •  Synaptic Pathways Protection Credentials Video
                • Release Notes & Documentation
                  • Release Notes
                    • What's in Pathways 6.15 Release?
                    • What's in Pathways 6.14 Release?
                    • What's in Pathways 6.13 Release?
                    • What's in Pathways 6.12 Release?
                    • What's in Pathways 6.11 Release?
                    • What's in Pathways 6.10 Release?
                    • What's in Pathways 6.9 Release?
                    • What's in Pathways 6.8 Release?
                    • What's in Pathways 6.7 Release?
                    • What's in Pathways 6.6 Release?
                    • What's in Pathways 6.5 Release?
                    • What's in Pathways 6.4 Release?
                    • What's in Pathways 6.3 Release?
                    • What's in Pathways 6.2 Release?
                    • What's in Pathways 6.1 Release?
                    • What's in Pathways 6.0 release?
                    • What's in Pathways 5.1 release?
                    • What's in Pathways 5.0 release?
                    • What's in Pathways 4.2 Release?
                    • What's in Pathways 3.0 Release?
                    • What's in Risk Explorer 2.0 Release?
                  • Documents
                • Synaptic Webline
                  • Webline Account Settings
                    •  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
                  • Webline Protection
                    •  Synaptic Webline Protection - Redesigned Comparison Reports
                    •  Synaptic Webline Protection - Accident, Sickness & Unemployment Cover
                    •  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 through the Synaptic Suite
                    • 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
                    • Requesting Quotes - Accident, Sickness & Unemployment
                    • 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
                  • Webline Annuities
                    •  Synaptic Webline - Detailed Annuities
                    • Creating Quotes - Annuities
                    • Quick Quote Annuities on Webline
                  • Webline - Have a Question?
                    • Why am I getting an agency error when generating a quote?
                    • Can I get instant cover for Accident, Sickness and Unemployment?
                    • 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?
                  • CIExpert Integration
                    • Synaptic CIExpert discount offer
                    • Set Synaptic as quote provider
                    • Link to CIExpert from Webline
                    • Send quote results to CIExpert
                    • View Webline pricing in CIExpert
                    • Applying direct from CIExpert
                • Synaptic Suite
                  • Synaptic Client
                    • Client - Getting Started
                      •  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
                    • Client - Have a Question?
                      • 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?
                  • Synaptic Risk and Risk Profiling
                    • 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
                  • Synaptic Modeller
                    • Modeller - Account Settings
                      • Setting up contract enquiry
                    • Modeller - Getting Started
                      • 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
                    • Modeller - Have a Question?
                      • 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?
                  • Synaptic Analyser
                    • Analyser - Getting Started
                      • 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
                    • Analyser - Have a Question?
                      • 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?
                  • Synaptic Comparator
                    • Comparator - Account Settings
                      • 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
                    • Comparator - Getting Started
                      • 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
                    • Comparator - Have a Question?
                      • How to access Synaptic Comparator using Microsoft Edge
                      • How to access Synaptic Comparator through Google Chrome
                      • 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?
                  • Synaptic Webline Play
                    •  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
                  • Synaptic Product and Fund Research
                    • Product and Fund - Account Settings
                      • 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?
                    • Product and Fund - Getting Started
                      • 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
                    • Product and Fund - Have a Question?
                      • What is the best way to check if a specific fund is linked to a Contract?
                      • Why can't I find Royal London Governed Portfolios and GRIPS?
                      • 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”?
                  • Synaptic Contract Enquiry
                    • Setting up Contract Enquiry
                    • Synaptic Contract Enquiry - User Guide
                  • Synaptic Suite Settings
                    • Settings - Getting Started
                      • Unipass Certificate
                      • Understanding Icons
                      • Organisation Structure
                      • Parent/Child Organisation Structure
                      • Fund Universe
                      • Portfolio Builder
                      • Licencing
                      • Modeller Journey Settings
                      • Knowledgebase
                      • Help and Support
                    • Settings - Have a Question?
                      • 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?
                • Provider Knowledge Base
                  • Videos
                    •  Synaptic Webline Protection - User Interface Improvements
                    •  Synaptic Webline Protection - Multi Benefit
                    •  Synaptic Webline Protection - Finding Quotes
                    •  Synaptic Webline - Detailed Annuities
                • Product & Fund Research Training Videos
                  • Synaptic Product & Fund Research Training Videos in Product & Fund Research Training Videos
                    •  Session 1 - Introduction & Homepage
                    •  Session 2 - User List, File Check & Preset Criteria
                    •  Session 3 - Multiple Report, Resource Centre & Account Details
                    •  Session 4 - ISA Scenario
                    •  Session 5 - Quick Find Box & Recent Tab
                    •  Session 6 - Fund Research by Universe
                    •  Session 7 - Funds linked to a specific contract & Funds from a specific promoter
                    •  Session 8 - Manual Fund List
                    •  Session 9 - Risk Rated Funds
                • Home
                • Synaptic Suite

                Synaptic Comparator

                Comparator - Account Settings

                Comparator - Getting Started

                Comparator - Have a Question?

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