Synaptic Comparator is a wealth management solution which enables advisers to conduct platform research and due diligence, whilst reducing unproductive time and costs. This unique tool was developed by Capita Financial Software and The Platforum through engaging with major adviser networks and nationals, platform operators and platform specialists. The solution allows advisers to compare on and off platform solutions as outlined by the FSA.
Key features:
- Includes data for 20 charging structures from 17 platform operators.
- Includes 300+ wrappers including ISAs, SIPPs, personal pensions, onshore bonds and offshore bonds.
- Contains data for thousands of funds, sourced from industry experts, Financial Express.
- All data is supplied and verified by platform operators and wrapper providers to ensure it is of the highest integrity.
- Calculations included are validated by platform operators and Capita appointed actuaries.
The tool enables advisers to:
- Compare multiple platform, wrapper (insured and third party) and fund combinations;
- Compare on and off platform solutions to assess client suitability.
- Calculate the ‘overall solution cost’ and produce Reduction in Yield (RIY) projections;
- Produce audit trails and research reports for compliance files;
- Produce platform, wrapper and fund factsheets (including graphs) for clients or reference;
- Consider service ratings from The Platforum;
- Create, maintain and share fund portfolios aligned with risk profiles;
- Configure client segment adviser charging profiles and document service propositions;
- Include adviser firm, client and family assets under administration to calculate related discount charges;
- Set up and share fund and product panels to periodically review them against client segment requirements;
- Compare open architecture wrappers (e.g. SIPPs across multiple platforms supporting them);
For a free online or face to face demonstration, contact Capita Financial Software using the details below:
Tel: 0800 783 4477
Email: financialsoftwaremarketing@capita.co.uk
Technical Connection is the UK's leading provider of technical support to financial planners, platforms and financial product providers. We are expert in the technical detail of pensions, protection, investments (UK and offshore), trusts and all aspects of personal and business taxation relevant to the financial planning process.
Our key deliverables are:
Techlink Professional
A comprehensive on-line information, interpretation, communication and professional development service that includes: * Technical Library * Daily Bulletins * CPD (content, testing and logging) * Client and professional newsletters and web content * Multi -media professional development programmes
Consulting
- Expert case related support
- Technical (tax /legal) consultancy
- Business generation initiatives
- Product/proposition/market development
- Specialist training and development
- Outsourced technical support
For more details visit the Technical Connections website
The Platforum and Touchstone share some insights and data to provide what we think is a fuller picture of how the retail distribution market is evolving.
Touchstone Platform is designed for Platform and Wrap providers who offer investment solutions to the UK intermediary market. It also informs life companies and fund managers how platforms are affecting their traditional ‘direct to provider’ business model. With 76 major life companies, fund managers and platforms all supplying data, Touchstone Platform gives you the most detailed insight into IFA platform new business activity available in the UK today.
Find out more here
MyTouchstone is the first truly collaborative marketing database ever constructed by the IFA sector. Powered by the collective sales data of 77 major product providers, it gives you an unprecedented insight into your marketplace. Sales data is further enhanced with inputs from thousands of IFAs, creating an information source that will transform the way you promote and run your business.
