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How to check your agency code if Webline gives you a warning message 'no response'
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User accounts can be deleted by opening the account, and then clicking on the Delete user link in the menu bar. Please note that accounts can be disabled – via the Account Settings section of the user details – as well as deleted. However, this...
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Access to Webline is limited to certain countries only due to security reasons. We assess the global access gateway settings regularly and configure access from countries after they have been assessed to adhere to the security guidelines. You can se...
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Your firm may have a limit on the maximum number of people who are allowed to use the system at the same time. You will see an error message (like the one illustrated by the screenshot below) if you try to log on when the cap has already been reache...
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This video provides a walkthrough of how to conduct research using a specific fund promoter or by selecting funds linked to a specific contract. All information contained within this video is fictitious. Any resemblance to real persons, living or d...
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The audit trail records all the contracts and criteria that has been selected. It clearly shows what contracts have been excluded and what criteria selected excluded them. The audit trail is only available in the Filtering screen and can be access ...
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The key elements for financial advisers are clearly researching recommendations to clients, and generating documentation to support a recommendation: The key benefits to financial advisers are as follows: Speed and ease of use, but in a system wh...
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As described in the overview, Synaptic’s core research process is as follows: Choose the type of product to research. Enter client details , and any benefits/contributions which are applicable to the type of product. View information about t...
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When you first register with Webline, any quotations you request will, by default, be requested from the insurers with 100% commission (i.e. no commission sacrificed). It is possible to set the value of commission you would like from each product p...
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The alpha vs. beta graph shows a plot of a fund’s alpha (on the X axis) versus its beta (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as in the example illustrated by the screenshot below: Hig...