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Financial Services Software for Advisers - Research and Protection

Connection Q1 2021
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Research blog

What does the FCA say about the use of risk profiling and asset allocation tools?...
Do you really know why we need male allies in financial services?
Synaptic launches risk profiling tool for financial advisers
The need to take risk
What firms need to know about using risk profiling and asset allocation tools...
Synaptic Software to support financial compliance reporting for In Partnership...
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Synaptic Risk Explorer

A video guide to Generation Z

Watch our video to see how Risk Explorer, our new risk profiling and asset allocation research tool, helps financial advisers to demonstrate effective decisions and due diligence, improve operational efficiency, and create a better client experience.

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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

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Previous Connection Magazines

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Synaptic Connection magazine Q1 2021: Financially engineered advice

Financially engineered advice

Q1 2021

Read online
View magazine
Synaptic Connection magazine Q3 2020: ESG Special Edition

ESG Special Edition

Q4 2020

Read online
View magazine
Synaptic Connection magazine Q3 2020: A question of trust

A question of trust

Q3 2020

Read online
View magazine
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