Updated Articles

  1. How do I create new users and edit accounts?

    Your ability to create new user accounts depends on the type of licence you have bought for Synaptic Research. If you have only paid for the basic edition of the software then you may not be able to create new accounts. The top section of the main ...
  2.  Ex-ante Research

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  3. Setup access from intelliflo store

    Pathways intelliflo office integration Using the Synaptic Pathways app you are able to bring across information from your clients and holdings from intelliflo to Synaptic Pathways. This allows you to link seamlessly to Synaptic Pathways to carr...
  4. Importing client details

    Importing client details Using the app you can import client details from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account.  New users to Synaptic Pathways will be directed t...
  5. Importing holdings

    Importing holdings Using the app you can import client holdings from intelliflo to your Synaptic Pathways account. If you are an existing Synaptic Pathways user, log into your account.  New users to Synaptic Pathways will be directed to ...
  6. Saving reports to intelliflo office

    Saving reports to intelliflo office Once you have completed your research in Synaptic Pathways, you will have the option to save the report back to your intelliflo office client record. For example when you complete an Attitude to Risk Q...
  7. Setup access in Synaptic Pathways

    Pathways permission settings for intelliflo office integration You will need to grant permission for Synaptic Pathways to receive and send information to intelliflo office. Click on your avatar (profile icon) at the top right of the screen and...
  8. Error message importing intelliflo client

    Error message importing intelliflo client If you see the following error message, you might need to enable permission for external systems to connect Intelliflo to Synaptic Pathways Click on your avatar (profile icon) at the top right of...
  9. Synaptic CIExpert discount offer

    For existing Synaptic users new to CIExpert, a discount is available when signing up to the CIExpert service. Go to CIExpert/Synaptic offer page to see the discounted rates available and Select the plan that best suits your business  Click T...
  10. Set Synaptic as quote provider

    To set Synaptic as the default quote provider in CIExpert, select  the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated by t...