Client Care Desktop (CCD)

Supports the entire business process

Synaptic Client Care Desktop is one of the most comprehensive client management systems for professional advisers in the market today.

Developed over many years by working alongside the country's leading financial advisers, compliance consultants and support staff, our client management system is highly scalable and is used by many of the leading networks and national firms.

The system offers comprehensive functionality designed to support the entire business process from the very first point of contact with a prospective client, through the advisory and client care processes and on to manage administration, compliance and commissions.