Linking fund managers, advisers and customers through research and technology
We serve the interests of advisers who require the products and services of Providers and vice versa. Foremost, we are a technology company whose core skills are dealing with data, IT infrastructure and creating software solutions.
The key areas of support we offer to Fund Managers are:
Product and Fund Research
Our product research team is accepted to be the leading resource of its kind in the industry, making our research tools market leaders in their fields:
-
providers subscribe to our tools to gain an 'adviser's view' of the market, and of course perform their own whole of market research; either to monitor the competition, or support their product development;
-
over 250 pension, investment and protection products are available for detailed research, comparison and reporting;
-
over 100,000 OEICS / Unit Trusts / ETFs are available for graphing, reporting and portfolio construction
Investment Risk Rating
- the Synaptic team have designed a new Risk Rating service that offers opportunities to Fund Managers and Promoters;
- the Synaptic Risk framework is based on the Moody’s Analytics (formerly Barrie + Hibbert) stochastic engine rather than the ‘volatility as proxy for risk with qualitative overlay’;
- the future performance of funds, portfolios and other ‘Synthetic Risk Instruments’ can be plotted by projecting on asset allocation;
- any Provider or Fund Manager that wishes to be included in the table can be done so inexpensively
- participating Providers include Canada Life, Scottish Life, Fidelity, L&G IM, Premier, Quilter Cheviot and 7im.
The screenshots below show the homepage of the dedicated Synaptic Risk Service website, and extract from the table of participating fund promoters:
Portfolio Management
part of the Synaptic Research Suite:
- allows holdings data to be used across several of the Synaptic research modules
- can be used as a standalone industry utility
Direct to Consumer technology
The technology that underpins the Synaptic infrastructure and the Synaptic Webline portal is built to be flexible:
- manage messaging, data management, organizational control, dynamic data capture and processing in real time
- our expertise in the build and delivery of user journeys can be drawn upon by those wishing to access this fast growing sector
- Synaptic investment and financial planning capabilities are able to be adapted to use in consumer facing websites.
Marketing
Synaptic Software have a trusted relationship with thousands of advisers and brokers and are able to work with Fund Managers in a variety of different ways:
- publication of editorial content in various print and digital formats including the well established industry title Connection Magazine
- Email broadcast to over 12k marketing database
- Banner advertising on portal
Examples of Connection Magazine editorial:
