There are 7 tabs at the top of the screen that you can choose from:
Clients - where you can add or retrieve client details.
Modeller - an investment planning and risk profiling tool.
Comparator - a quantitative and qualitative on and off platform cost comparison tool.
Illustrator – a switch analysis tool.
Webline - for researching quotations and applying for Protection, Annuities or Health policies.
Product & Fund – for conducting qualitative Product or Fund research.
Settings – to access Fund Management, Administration and Enterprise Messaging Platform.
The type of licence purchased will drive which of the Synaptic tools you have access to. Modeller, Comparator and Illustrator will not need further sign in credentials but in order to access Product & Fund and Webline you need to ensure that your ‘sign in’ credentials are set before initial use.
