Save time by easily pulling funds from a portfolio in Portfolio Builder into a client’s holding instead of adding them one-by-one.
Easily compare growth rates of plans against each other.
Tailor your client’s specific needs using the Ethical Fact Find within Synaptic Product & Fund Research. Select funds according to what they want to support or avoid.
Automatically calculate your client's attitude to risk and generate a report in seconds.
Quickly download, print and complete the Attitude to Risk Profiler with your client and tally up their risk rating with the Attitude to Risk Scoring Method.
Learn how to manually set your client’s Attitude to Risk after completing the paper questionnaire, use this to select a fund/portfolio within the Risk Rating area of the suite.
Use the Critical Illness table in Webline to check which providers cover specific conditions and any notes the provider has supplied.