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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
        • Risk Explorer
          • Risk Explorer - 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 QuestionnaireNew
          • Risk Explorer - 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 Explorer - Videos
            •  Synaptic Pathways - Attitude to Risk QuestionnaireUpdated
            •  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 Explorer - Downloads
            • Attitude to Risk Profiler 1-5
            • 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 - Advanced Options - Income Hierarchy
            • Income Analysis - Advanced Options - Scenario Editor
          • Income Analysis - Videos
            •  Income Analysis Retirement Cashflow - Creating ResearchUpdated
            •  Income Analysis Retirement Cashflow - Results & Advanced Options
            •  Income Analysis Retirement Cashflow - Income Requirements, Other Income and Annuity
            •  Income Analysis Retirement Cashflow - Report and Illustration
            •  Income Analysis Retirement Cashflow - Overview
            •  Income Analysis Retirement Cashflow - PlansUpdated
        • 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?New
          • 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
            • 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 4.1 Release?
            • What's in Pathways 3.0 Release?
            • What's in Risk Explorer 2.0 Release?
            • Release Notes
              • What's in Pathways 6.13 Release?
              • What's in Pathways 6.14 Release?New
        • 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
            • 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 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

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        Synaptic Analyser

        Synaptic Comparator

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        Synaptic Suite Settings

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