Bankhall / Synaptic

Capita and Bankhall have agreed to make Capita Financial Software’s Synaptic product and fund research tool available to Bankhall members at preferential rates.

Synaptic fund research provides professional in depth fund analysis and supports investment recommendations dovetailed to comprehensive product research for the products and wrappers offering the funds. Synaptic product research covers whole of market information on bonds, funds, retirement, life, health, investment and offshore financial products.

David Rimmer, Director of IT & e-Business at Bankhall said: “This latest software addition to our membership services will allow Bankhall members to generate in-depth, client focused research in minutes. We are delighted that in the current climate we have been able to negotiate preferential terms for Bankhall member users. We believe that effective research with an audit trail running from through the Client Management System, Product Research and transaction Platform is critical to the work of IFAs.”

William Watling said: “Capita is delighted that Bankhall have recognised the comprehensive benefits of Synaptic Product and Fund Research and decided to make them available to their members. The ability for an IFA to conduct compliant product research integrated to the fund research available specifically within the product chosen will save considerable time and add value to the service offered to clients. .”