Synaptic today announces the launch of Synaptic Risk Explorer, a software-as-a-service investment research tool for financial advisers and wealth managers to provide suitable investment planning for their customers.
Webline, a leading online quote and e-apply portal from research software developer, Synaptic, is now available to mortgage advisers through a new systems integration with The Key, Mortgage Brain’s POS, CRM and compliance system.
The integration enables users of The Key to save time and resources by using the Webline Portal to access the UK’s top mortgage protection providers, obtain unlimited quotes 24/7, digitally compare different product rates and complete and submit applications electronically.
Guardian Financial Services' life and critical illness products are now available on Synaptic Software’s Webline portal.
The firm said the move was part of its “ambitious plan to shake up the protection market.”
Advisers who want to do business with Guardian through Webline should register first using Guardian’s online self-service registration system.
Guardian is already available to financial advisers and mortgage intermediaries on iPipeline and IRESS.
Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.
Synaptic Software, the company responsible for developing research software for professional advisers, today launches Synaptic Analyser, a retirement income analysis and drawdown product comparison tool, that will help financial advisers support their customers in planning for retirement.