-
Quartile ranking A fund’s quartile ranking is its position within its IMA/ABIsector, based on absolute past performance, over a given time period. Synaptic Research uses two different measures of quartile rankings within its fund factsheets: Cu...
-
You can quote on joint life on a last survivor basis for a whole of life policy. When you have filled in client A and client B details, you need to select the 'cover basis' to be 'joint last survivor' as shown in the screen shot below. The dropdown...
-
A portfolio is simply a manual fund list for which you have defined holdings – e.g. that 20% of the client’s money is invested in fund A, 30% in fund B, and 50% in fund C. You set these values using the Portfolio link on the menu bar. This...
-
You can view your user details and change your password by going to the home page and clicking on your name in the menu bar. You can then change your password by using the Change your password link in the menu bar of the account-details page. You ...
-
To add a new user to your Webline account, you must be setup as a Vendor Administrator. Start by logging into Webline. Click into 'Users' in the main menu, then 'Add New User'. Complete the details of the new user, a password and select a logo...
-
You start a new piece of research by choosing a product type on the software’s Home page. This displays the client-entry screen illustrated by the first screenshot. You can then choose between two types of research: · ...
-
Webline offers business protection quotes which bring back results for Relevant Life policies if the search criteria is met. There is no specific option to select or filter results to display only Relevant Life policies but the quotes are returned f...
-
Each user account for Synaptic Research can only be used from one computer at once. If person A logs in using an account, and person B then logs in using the same account, person A will be automatically logged out without warning. There’s a simple ...
-
I cannot connect to a provider's extranet site to e-apply / buy now
-
The section above describes how the grid of contracts can be filtered to remove contracts which don’t meet particular conditions. However, it’s also possible to select manually the contracts which you want to research – either instead of, or as wel...