-
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...
-
This article explains how to add your Agency Codes into Synaptic Research so that the link with Webline can be used. As long as your Webline username and password are recorded in Synaptic Research, you will be able to use the link between the two ...
-
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...
-
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 ...
-
When your firm subscribes to Synaptic Research you will be given an administrative user account for modifying your firm’s details. We recommend that you change the password on this account as soon as possible. You simply log in as the administrator...
-
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 ...
-
Last Updated: 08/01/2024
in Product Tours Your browser does not support HTML5 video. What's included in your subscription: Salesforce Licence Contacts Attitude to Risk Questionnaire Portfolio Builder Holdings Moody's Analytics Central Investment Proposition Synaptic Risk R...
-
The Settings tab will include Product Charges, Growth rates and Adviser Fees. Adviser Fees will only be available for user defined/custom holdings. For more information, see article Generic Holdings - Charges ...
-
The Settings tab will include Product Charges, Growth rates and Adviser Fees. Adviser Fees will only be available for user defined/custom holdings. For more information, see article Generic Holdings - Charges ...
-
Your browser does not support HTML5 video. ...