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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
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COVER and Synaptic Software join hands to gaze into the future of protection
Risk Profiling and Fund Selection Video

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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 Comparator – Live Webinar

26 September 2018

Synaptic Comparator is our 'best advice’ research and compliance tool providing full charges analysis at platform, product, portfolio, fund and adviser...

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Synaptic Modeller – Live Webinar

27 September 2018

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

Read more
More events

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