Synaptic Comparator

Capita Financial Software’s award winning platform comparison and due diligence tool just got better and now includes off platform investment products

Synaptic Comparator is the award winning innovation from Capita Financial Software which allows advisers to compare all aspects of the platform market including platform features, funds, tax wrappers and all associated charges, enabling comparison of the overall solution cost for each option.

Furthermore, Synaptic Comparator now allows users to compare on and off platform solutions to meet the FSA’s recommendation – highlighted in PS11/9 – to consider off platform options where applicable. This unique tool helps advisers to conduct thorough due diligence of the investment market in minutes, saving effort and maximising client-facing time.

This unique innovation has been developed in partnership with industry experts, The Platforum, product providers and platform operators themselves, to ensure the data and calculations are of the highest integrity.

Features and benefits of Synaptic Comparator
- Enables advisers to run investment portfolio analysis scenarios in less than 5 minutes.
- Helps advisers to meet and evidence the FSA's requirement to consider off platform products alongside platform solutions.
- Addresses due diligence requirements by evidencing the FSA's requirements for analysis on an individual client basis.
- Includes analysis reports with audit trails available throughout to demonstrate compliance and TCF duty.
- Comprehensive market coverage including data for 21 platform charging structures, thousands of funds and over 300 tax wrappers.
- Enables advisers to configure unlimited client segments, service propositions and associated adviser charging structures in preparation for life after the RDR.
- Centralisation of all relevant data, including charges, features and qualitative ratings.
- Ability to save and load research for clients, quickly and easily, supporting remote file checking and annual review checks.
- Enables platform and off platform due diligence to be reviewed on a regular basis as recommended by the FSA.
- Quick and easy production of platform, off platform, wrapper and fund factsheets.
- Builds on the established platform of Synaptic Product and Fund research tools.
- Integrates fund data sourced from market leading experts, FE.
- All data provided and verified by platform operators and product providers.
- All calculations signed off by platforms and product providers to ensure accuracy.

If you are interested in this product, please contact sales on 0800 783 4477

Overview

Capita Financial Software’s award winning platform comparison and due diligence tool just got better and now includes off platform investment products

Features and benefits of Synaptic Comparator