Integrated partners / tools

Integrated Tool What does it do?
Synaptic Webline Online, live quotations and applications
Synaptic Product & Fund Product focused research
Financial Express Fund prices
Financial Express Analytics Fund research and analysis
Financial Express Fund Factsheets Detailed fund information
Contract Enquiry Live valuations from all the major product providers
EDI remuneration reconciliation Electronic remuneration statements and automated reconciliation from the major product providers.
Dynamic Planner Lifetime financial planning and modelling
Defaqto Engage Product focused research
eMoneyFacts Product research
The Exchange Online, live quotations and applications
Paymentshield Mortgage and general insurance sourcing
Trigold Mortgage sourcing
Assureweb Online, live quotations and applications
Group Scheme Import Import spreadsheets into Client Care Desktop to set-up your group schemes within seconds.
Openwork Trading Platform Integration with the Openwork Trading platform.
INVU Document Management System
CabiNet Document Management System