The majority of financial products involve the inception of a product – be that a form of Investment Plan, a type of Pension Scheme or Annuity, or a Life Assurance or Health Protection contract.
In addition to the research required for underlying investment holdings for Investment and Retirement products, the correct contract for both these types of products and also Life and Health assurance needs to be selected, commensurate with the needs of the client.
Synaptic Product Research is a unique tool capable of narrowing down the whole market by applying product filtering to eliminate those products that do not meet your requirements, and ranking the remaining products by the criteria that matter to you with a unique set of functions which make this process efficient, reliable and repeatable such as:
- Ability to identify, analyse and compare a wide range of products.
- Coverage includes life, health, retirement, investment and offshore products.
- Comprehensive and detailed reporting.
- Product features and conditions can easily be accessed and viewed by the adviser.
- Detailed product facts sheets, available as PDF files for every available product.
- All research is automatically saved and stored for future reference.
- 100% online. The software does not require any downloads, installations, updates, components or plug-ins.
- Research can be shared across our firm in an instant or can be sent between Advisers and Account Managers for effective working.
- Auditors can also remotely check research carried out by any adviser thanks to the unique head office functionality – helping us to ensure we are meeting our commitments to always Treat our Customers Fairly.
Contact Us Now to benefit from a proven method to ensure your financial contracts contain the features that match your life and your plans.