Solution introduction

Synaptic fund research tools

Whole of market product research and compliance support

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 use and quality of data.

The tool has become the corner stone for ‘best’ advice, where evidence of whole of market research is required for compliance purposes, client presentation and other reports. Synaptic Product & Fund is the means by which an adviser can demonstrate how a recommendation is aligned with client needs, as revealed in the Fact Find. Given the litigious nature of the world, and the on going liability that resides with the adviser (to the grave), the importance of the audit trail provided by Synaptic Product & Fund is paramount. Synaptic Reports support thousands of recommendations made every month across the full range of retirement, investment and protection products.

Synaptic Product & Fund is one of the most respected resources in the industry. A decision made by an adviser or organisation to use it will provide immediate and lasting protection, including defense against accusations of misselling. It could prove to be one of the most important decisions that you make.

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