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Financial Services Research Software & Management Tools

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View our upcoming events and register here
Register here for Synaptic Risk
Register for Synaptic Webline Protection via our online form
Risk Profiling and Fund Selection Video
White Paper – The Lang Cat. Apples, Pears and the RDR.

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Research & Opinion

Auto enrolment expert overview
Annuities on Webline – further enhancements to the service
Webline Feature Driven Quotes and ‘the Age of the Customer’
The Synaptic Risk Proposition
Multi-benefit comparison tool launches on Webline
Synaptic launches retirement and investment switching tool for advisers
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An Introduction to Synaptic

A video introducing Synaptic

Please take a minute to watch our video, it gives an overview of Synaptic’s role in financial services.

Whether you are an Adviser, Paraplanner, Mortgage or Protection specialist, choosing the right research tools and using the software effectively are crucial to giving you the ability to be successful.

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Register for Synaptic Risk

The Synaptic Risk table webpage
  • Rated Table of Funds and Portfolios – available to download for free
  • Fund Factsheets detailing asset allocation breakdown
  • Online Attitude to Risk Questionnaire enabling Risk Assessments to be performed and stored

Register here

Upcoming events

Synaptic Modeller – Live Webinar

21 September 2017

Synaptic Modeller assists in meeting and evidencing the FCA requirements relating to client and investment risk and suitability. It forms part of the...

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Synaptic Product & Fund – e-learning

02 October 2017

The Synaptic Product & Fund e-learning session will encourage participants to share views and insights with peers, this session will focus on the following:

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