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Last Updated: 28/02/2024
in Synaptic Pathways Protection
This article is a continuation of Quote Results Screen . Once the quote results screen loads, default quotes will be returned. As seen below, a Life Assurance quote of £100,000 with a 10year term: Edit this benefit by clicking on the pen icon:...
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Last Updated: 28/02/2024
in Synaptic Pathways Protection
This is a continuation of article: Selecting Benefits See article: Edit/View Benefit ...
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Last Updated: 28/02/2024
in Synaptic Pathways Protection
This article is a continuation of Creating a Protection quote . Select one or more benefits to quote and Add This will load a quote results screen based on default values: See next article: Quote Results Screen ...
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Last Updated: 28/02/2024
in Synaptic Pathways Protection
If you haven't already, ensure your credentials have been completed in My Apps & Settings - Entering your Synaptic Webline Credentials . Navigate to the Contact record: Scroll down to Protection and click New Complete details and...
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Last Updated: 28/02/2024
in Synaptic Pathways Protection
You will need to enter your Synaptic Webline credentials to generate Protection quotes in Synaptic Pathways . Note: If you are unsure of your logon details, contact our Customer Services Team on 0800 783 4477 or email: customersuccess@synaptic.co....
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Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to appear on reports and emails . See article Company...
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You can apply a deal by creating an In-House Discretionary portfolio. 1. In-House Discretionary portfolio Build the IHD portfolio in the normal way through Portfolio Builder. You can use one portfolio, or more as required. See article In-Ho...
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Navigate into the Investment Pathways tab. Click into the CIP you would like to amend: Click into the Portfolio Tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The all dro...
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This article is a continuation of Central Investment Proposition - Adding Off Platform Products Add Portfolios to the Central Investment Proposition through the Portfolios tab: Use the search box on the left of the screen to find Portf...
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You can create/view portfolios within Portfolio Builder (As seen in article Portfolio Builder - Creating a Portfolio ) or within Investment Pathways. This article will take you through the Investment Pathwa ys area. Click into the por...