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This article is a continuation of Creating a Protection quote . Select one or more benefits to quote and Add This will load a quote results screen based on default values: See next article: Quote Results Screen ...
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If you haven't already, ensure your credentials have been completed in My Apps & Settings - Entering your Synaptic Webline Credentials . Navigate to the Contact record: Scroll down to Protection and click New Complete details and...
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You will need to enter your Synaptic Webline credentials to generate Protection quotes in Synaptic Pathways . Note: If you are unsure of your logon details, contact our Customer Services Team on 0800 783 4477 or email: customersuccess@synaptic.co....
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Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to appear on reports and emails . See article Company...
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Your brand colours can be added here – you will need the HEX code of your primary colour and secondary colour. If you click in the colour drop down box, you will be able to select the colour or enter the RGB: A Company Logo can ...
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You can apply a deal by creating an In-House Discretionary portfolio. 1. In-House Discretionary portfolio Build the IHD portfolio in the normal way through Portfolio Builder. You can use one portfolio, or more as required. See article In-Ho...
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Navigate into the Investment Pathways tab. Click into the CIP you would like to amend: Click into the Portfolio Tab: Use the search box on the left of the screen to find Portfolios you would like to add to the CIP. The all dro...
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This article is a continuation of Central Investment Proposition - Adding Off Platform Products Add Portfolios to the Central Investment Proposition through the Portfolios tab: Use the search box on the left of the screen to find Portf...
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You can create/view portfolios within Portfolio Builder (As seen in article Portfolio Builder - Creating a Portfolio ) or within Investment Pathways. This article will take you through the Investment Pathwa ys area. Click into the por...
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In Synaptic Pathways, you are able to create special deals for Providers. Provider charging structures can vary and may need to be setup differently to ensure the deal pulls through correctly. For the Aviva Wrap Platform, they have a Core (insured...