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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
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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 Suite – Live Webinar

17 August 2018

The Synaptic Suite offers ‘best advice’ research tools that will integrate into your company’s work-flows and provide a repeatable, consistent and...

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Synaptic Analyser – Live Webinar

20 August 2018

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

Read more
More events

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