Synaptic Product Research

  • 100% online:
    The software requires no downloads, installation or updates, no components or plug-ins. It can be accessed from any internet connection, dial-up or broadband, Microsoft or Macintosh, and supports a wide range of internet browsers.
  • Total marketplace availability:
    Retirement, life, health, investment and offshore products.
  • Simultaneous client and product focused research:
    In-depth research conducted in minutes. Product Clarity is the only truly online client focused research system.
  • Real-time filtering:
    Live, instant filtering with every click, even over a dial-up connection without the need to wait for large data downloads.
  • Lower costs through collaborative working:
    Research can be shared across an entire firm in an instant or can be sent between advisers and paraplanners for effective collaborative working. Compliance officers can remotely check research by any adviser.
  • Research templates:
    Functionality exists for presetting criteria and approved products or providers. This process is invaluable for instant deployment to advisers of a firm’s guidance on product or fund research.
  • Audit trails:
    The detailed audit trail records every stage of the advice process, all automatically saved and stored for future reference or instantly filed into your preferred back office solution.
  • Detailed fact sheets:
    Detailed fund and product fact sheets available as PDF files for every available product.