-
Last Updated: 12/10/2023
in Pathways Integrations CIExpert is a leading and independent critical illness cover (CIC) comparison tool that creates in-depth analysis to enable advisers to understand and assess the best choice for their clients and arms them with the tools to convey the rationale to t...
-
When running a quote in Synaptic Webline, an agency error indicates the system is unable to identify your agency or your agency is not recognised. You will need to ensure your agency is correct. Please see video Agency Codes or instructions below...
-
If you would like to see if a specific fund share class is linked to a contract, the best way is to view this through the Fund factsheet. On the Homepage, use the Quick find box. You can use the fund name or citicode to search: Once the fund fa...
-
Last Updated: 05/09/2023
in Pathways Trials This article is for new Salesforce users. If you are an existing Salesforce user, see article - Creating a Trial - Existing Salesforce Customers You can create a new trial through our website. Go to www.synaptic.co.uk/trial Enter details you ...
-
Last Updated: 29/08/2023
in Pathways Release Notes Pathways Product Update New features and enhancements We're pleased to share the highlights of our latest Pathways product release New annual transaction summary Ex-post report updates Client ATRQ report updates Costs and ...
-
Synaptic Software Client User Guide v1.2.pdf
-
This guide provides instructions for the setup and use of the electronic contract valuation service via the Synaptic product suite. If you have any questions or wish to enquire about a Contract Enquiry licence, please contact our customer service c...
-
Your ability to create new user accounts depends on the type of licence you have bought for Synaptic Research. If you have only paid for the basic edition of the software then you may not be able to create new accounts. The top section of the main ...
-
Last Updated: 15/08/2023
in Pathways Trials Your administrator will need to manage the package installation into Salesforce. Follow this link to Salesforce guidance on Installing Packages . Please note - we do not require passwords for installations and always recommend installing on sa...
-
You have the availability of the Help button, as shown in the screen below: There are three options in the drop down menu: About has links to various sites including Synaptic Software and the knowledgebase. Technical ...