Links to quote engines such as Exweb or Webline are only available if you have recorded your user details for the quote engine in your Synaptic Research account.
Once you have done this, quotes become available from the following areas of the system:
- The menu bar of the filtering screen (only when researching a product type which is quotable).
- The menu bar of the ranking results (only when researching a product type which is quotable).
- The menu bar of the report page (only when researching a product type which is quotable).
When you request a quote from a piece of research (i.e. by using the Quote link in the menu bar), the system pre-populates as much information as possible from the research you are conducting – client details, product type etc.
Once you have completed the basic information required for integration with the quote portal, the software opens a new browser window and redirects to the quote engine.
N.B. The Quote links described above are only displayed for product types which are capable of being quoted through your chosen engine. For example, if your quote engine does not cover ISAs, then Synaptic Research will not display a Quote link when you conduct research into ISAs.
