Synaptic
HQ Address
11 Buckingham Street, London, WC2N 6DF, United Kingdom
Website Address
Business introduction
At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer journeys – from onboarding clients to client reviews
Synaptic is now a proud member of the Fintel group of companies, providing industry leading FinTech software for advisers
We know that you’re constantly balancing the need to onboard new customers quickly, with the requirement to meet due diligence obligations and avoid bias.
That’s why at Synaptic we focus on providing independent, whole-of-market research and planning technology for the retail financial sector. We design software tools which enable you to streamline end-customer onboarding, and present informed, independent advice in a way in which your customers will understand.
We've 25 years’ experience as a market leading technology company providing financial services software. At Synaptic, we’re unique in being partners with the widest possible range of providers, and connecting you with them to provide the whole picture – all from a single platform.
Synaptic Solutions
Synaptic Analyser
To avoid people being unprepared for retirement, it's more important than ever to ensure that financial advisers have all the relevant facts and figures at their fingertips so they can provide the best advice to their customers. Synaptic Analyser is a great addition to our easy to use set of products,......
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view solutionSynaptic Client Care Desktop (CCD)
Developed over many years by working alongside the country's leading financial advisers, compliance consultants and support staff, our client management system is highly scalable and is used by many of the leading networks and national firms. The system offers comprehensive functionality designed to support the entire business process from the very......
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view solutionSynaptic Comparator
What does it include? Comprehensive cost evaluation – analyse cost at every level of multiple wrappers Evaluate all options – allows you to examine multiple providers and products in single view Full product range represented – personal pensions, SIPPs, onshore and offshore bonds, ISAs and GIA Etc. How does it work? Industry’s most powerful calculations engine – regularly performs millions......
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view solutionSynaptic Modeller
Synaptic Modeller forms part of the Synaptic Research Suite for professional advisers, assisting in financial planning, risk analysis and reporting. Any advisory firm looking to control risk within their investment recommendation processes should consider the several key differentiators that are offered within this module: Contains Moody’s Analytics stochastic engine –projects multiple investment......
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view solutionSynaptic Portfolio Builder
This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings. The first screen shows how portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios......
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view solutionSynaptic Product & Fund
Synaptic Product & Fund Research is the original automated product and fund research tool, built to replace the paper-based tables that were commonplace in the industry in bygone ages. Ever since, Synaptic Software has compiled and distributed financial product information within an application that is recognised for its ease of......
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view solutionSynaptic Risk
You can use the Synaptic Risk Ratings to meet FCA requirements around risk and present to clients using attractive and comprehensive risk metrics. The Synaptic Risk table What does it include? ATRQ – The industry’s most widely used Attitude to Risk Questionnaire Risk ratings table – a comprehensive table of the providers’ funds and portfolios represented......
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view solutionSynaptic Webline
Everyone agrees that the retirement map has been entirely redrawn with the government’s budget announcements regarding pensions and annuities. Some might think that annuities Armageddon had arrived (there are predictions that up to 90% of the market may disappear). However, the annuity purchase (if not compulsory) must still exist within......
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view solutionSynaptic Webline Protection
The portal was designed in the late 1990’s by financial advisers who foresaw that the Internet could be used to obtain and present comparative quotes from providers and an IT expert from IBM who had the technical know-how to build out their vision. Their legacy is to be found in......
