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PATHWAYS
Webline
Product and Fund
over
1,000
pension, investment and protection products are available for detailed research, comparison and reporting.
data from over
134,000
active funds. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam.
providing
50+
discretionary fund managers lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam.
News and Updates
Giving you time back by making insurance quoting simple.
It can be difficult to engage new customers with insurance products. Often seen as a grudge purchase rather than an investment, the complexity of quotes can make it difficult for consumers to understand the benefits and premiums. Added to this, matching clients to the right product is often difficult and time-consuming for advisors.
Our leading online quote and e-apply portal, Webline, has been designed to address these challenges. It features intuitive, web-based whole-of-market comparison software which links advisors seamlessly to consumers, providing answers in minutes - even for multi-benefit and multi-client journeys - ensuring consumers have a clear, informed picture of what they’re covered for and the associated premium cost.
How Webline Helps
- Fastest in providing responses to customers
- Most robust and reliable - uptime is the very best in the industry
- Availability - always on for unlimited quotes 24/7
- Simple, easy to understand portal – quote screens have a clear layout and ask for minimum information
- COMING SOON: Available as a native application within Salesforce®
How Webline Helps
- Fastest in providing responses to customers
- Most robust and reliable - uptime is the very best in the industry
- Availability - always on for unlimited quotes 24/7
- Simple, easy to understand portal – quote screens have a clear layout and ask for minimum information
- COMING SOON: Available as a native application within Salesforce®
Stay connected with our latest edition of Connected Magazine
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There are three ways to access the benefits of Webline
Access Webline as a web-based quote and apply platform, as a web service fully integrated through your CRM, and as a customisable embedded app – Webline Play - which blends seamlessly into any website, providing direct lead opportunities to all sizes of advisory firms and distributors.
Webline
Provides a market-leading, powerful quote and apply platform, allowing you to compare hundreds of online products and rates against each other.
The software returns quotes to compare the different options that meet your criteria, with functionality to turn options on or off, clearly displaying how various features can affect the value of your client’s investment, such as the likely annuity rate.
What you can do with Webline...
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Webline - Web Service
This web service option enables you to integrate the Webline platform through your own CRM.
Useful for white-labelling the Webline platform for a seamless, consistent employee experience.
Taking up this option also ensures your team has instant access to the client data they need to generate quotes without spending time re-keying data.
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Webline Play
Enables you to give customers the freedom to generate quotes from your website, at a time to suit them.
Once they’ve completed the form, you’ll receive an alert with details of the request so you can follow up the lead with the customer. You can then apply on their behalf via Webline using the captured data on pre-populated forms to reduce administration.
With real-time access to information, you’ll know your customers better to offer more personalised support. The warmer leads will also help to increase take-up rates to support business growth.
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Helping Guardian Financial Services shake up the protection market.
"Partnering with Synaptic is yet another important step in making sure Guardian's products are available to as many advisers' clients as possible."
"Synaptic has been an enthusiastic supporter of Guardian from when we first began to discuss our plans with the market."
Andy Peters
Distribution Director
Details Information About funds
You’ll have access to comprehensive information about fund promoters and managers, past performance data, qualitative views provided by Rayner Spencer Mills, and a full range of risk metrics.
Easy to Review and Compare
You can look up, compare and filter all the information you need, including accessing fund contract factsheets for further insight. User-friendly graphs and tables make it easier to communicate benefits to clients.
Track Both Fund and Share Class
Know which funds are available in which products and vice versa – Synaptic Product and Fund is the only comprehensive guide which tracks fund as well as share class availability by wrapper.
Configure Central Investment Propositions
Know which funds are available in which products and vice versa – Synaptic Product and Fund is the only comprehensive guide which tracks fund as well as share class availability by wrapper.
How Synaptic’s Product and Fund supports financial research at every step
Our Product and Fund solution has been developed according to proven research methodology to support you with providing compliant recommendations:
Whole-of-market research
A complete picture of all available products and funds to review
Compare Products Easily
Directly compare many products in a single view with the creation of research grids
Filter what you don't need
Unsuitable contracts can be quickly eliminated for a clearer view
Make an informed decision
You have what you need to select suitable contracts and make your recommendation
Book a Demo
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- Lorem ipsum dolor sit amet.
- Consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore.
- Et dolore magna aliquyam erat, sed diam.
- Voluptua. At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus.
- Lorem ipsum dolor sit amet.