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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.

Watch video

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 Analyser – Live Webinar

25 June 2018

Synaptic Analyser - quickly model your clients’ retirement cash flow and forecast their fund longevity.

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Synaptic Analyser – e-learning

26 June 2018

The Synaptic Analyser e-learning session will encourage participants to share insights with peers, this session will focus on the following:

Read more
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