Features in depth

Synaptic Research now fully integrates with the Webline portal’s unique quote and e-apply functionality, a unique proposition within the financial services software market.

Research and quote functionality performing together for the first time

  • Research the most appropriate protection product available to your client.
  • Enter client specific information to narrow down selection.
  • Choose from a number of filterable contract features and conditions.
  • Use real time client specific quotations to choose a suitable product.
  • Base choice on both affordability and benefit required.
  • Justify recommendations to your clients with full suitability reports.
  • Evidence compliance by including detailed audit trails.
  • Recall automatically saved research and accompanying quotations.
  • Continue to e-apply with your own commission terms.

Synaptic Protection Research

Synaptic tools are widely considered to be the preferred product and fund analysis software for the professional adviser. The first computer based research system and the first wholly online research tools were both innovations created by Synaptic. Synaptic enjoys a loyal user base of thousands of advisers, para-planners and other intermediaries, built up by years of experience.

  • Produce client focused research and demonstrate whether alternatives have been considered.
  • Justify recommendation with full suitability report containing an audit trail.
  • Demonstrate a deeper understanding of the relative strengths of leading protection products.