Capita Financial Software is pleased to announce the launch of a new version of its award winning platform comparison service, Synaptic Comparator. This enhanced version of Synaptic Comparator now allows users to compare on and off platform solutions to meet the FSA’s recommendations – highlighted in PS11/9 – to consider off platform options for individual clients where appropriate.
Capita Financial Software is pleased to announce the launch of a new version of its award winning platform comparison service, Synaptic Comparator. This enhanced version of Synaptic Comparator now allows users to compare on and off platform solutions to meet the FSA’s recommendations – highlighted in PS11/9 – to consider off platform options for individual clients where appropriate.Synaptic Comparator is an award winning on and off platform comparison and due diligence tool for advisers. The system includes data for 21 platform charging structures, over 300 wrappers and thousands of funds, enabling advisers to compare all aspects of the platform market, including reduction in yield calculations.Other features include:- Centralisation of all features and charging data associated with each platform, enabling client specific criteria to be entered to find the most suitable option for each client.- Ability to configure and record client charging segments and bespoke service levels.- Instant production of wrapper, platform and fund factsheets.- Bespoke report and ‘reason why’ letter functionality for compliance and client files.For more information, or to arrange a free demonstration, call 0800 783 4477 or click here
Synaptic Comparator is an award winning on and off platform comparison and due diligence tool for advisers. The system includes data for 21 platform charging structures, over 300 wrappers and thousands of funds, enabling advisers to compare all aspects of the platform market, including reduction in yield calculations.
Other features include:
- Centralisation of all features and charging data associated with each platform, enabling client specific criteria to be entered to find the most suitable option for each client.
- Ability to configure and record client charging segments and bespoke service levels.
- Instant production of wrapper, platform and fund factsheets.
- Bespoke report and ‘reason why’ letter functionality for compliance and client files.
For more information, or to arrange a free demonstration, call 0800 783 4477 or click here
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