Overview

The current discussion around RDR and the role of independent financial advice has thrown the need for quality research into sharper relief than ever before.

Synaptic Product Research provides accurate product search and selection to help meet client needs and justify your recommendation. The software produces in-depth research in minutes and is widely praised for its ease of use. The flexibility and quality of data has dramatically reduced the time taken for advisers to carry out complex and accurate research. Synaptic Product Research is a unique tool capable of narrowing down the whole market by applying product filtering to eliminate those products that do not meet your clients’ requirements and ranking the remaining products by the criteria that matter to your clients.

Once product recommendations have been completed, a choice of summary reports and suitability letter can be automatically produced, with a full, compliant audit trail built in. Synaptic Product Research also produces personalised, professional product and company fact sheets, available as PDF files. This is vital information that an adviser and their firm may need to rely on in the future.

The protection module of Synaptic Product Research now fully integrates with the Webline portals quote and e-apply functionality, a unique proposition within the financial services software market.