Ready to Shape the Future of Financial Advice? Dive into the latest edition of Connection magazine! Discover insights that will transform your practice: 📖 Navigating the Great Wealth Transfer – Strategies for securing intergenerational wealth. 💹 Finding Value in Global Equity Markets – Expert guidance to leverage opportunities. 💡 Beyond NVIDIA – Explore the semiconductor ecosystem’s investment potential. 📊 Enhanced Cashflow Modelling – Stay FCA-compliant while empowering client success. With actionable advice from industry leaders like Vanguard, SimplyBiz, Baillie Gifford, and Liontrust, Connection Magazine is your go-to resource for thriving in a changing financial landscape. 🔗 Visit www.synaptic.co.uk to Subscribe or view the latest issue here: https://ow.ly/mt0350UtYrL 📣 Join the conversation: Share your thoughts and favourite articles below >>> #FinancialAdvisers #InvestmentInsights #WealthManagement #ConnectionMagazine
About us
At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer journeys – from onboarding clients to client reviews. We know that you’re constantly balancing the need to onboard new customers quickly, with the requirement to meet due diligence obligations and avoid bias. That’s why at Synaptic we focus on providing independent, whole-of-market research and planning technology, for the retail financial sector. And why we design software tools which enable you to streamline end-customer onboarding, and present informed, independent advice in a way your customers understand. With 25 years’ experience as a market leader, we’re unique in being partners with the widest possible range of providers, and connecting you with them to provide the whole picture – all from a single platform. We offer our cloud solutions as software-as-a-service and as APIs, which integrate seamlessly with your business environment. Built using the Salesforce® development platform, Synaptic Pathways is available regardless of your choice of CRM, offering data security you can trust, and robust, reliable, application performance.
- Website
-
http://www.synaptic.co.uk
External link for Synaptic
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Product & fund research, recommendation and suitability, Quotation and new business fulfilment services, Client, compliance and business management, On and off platform comparison and due diligence, Risk profiling, asset allocation and stochastic modelling, financial software, financial technology, and fintech
Products
Locations
-
Primary
11 Buckingham Street
London, WC2N 6DF, GB
Employees at Synaptic
Updates
-
Fintel IQ: Empowering Financial Services! Our platform streamlines workflows, centralizes data, and integrates fintech to help large advice firms scale and grow faster. Say goodbye to inefficiencies and hello to seamless, connected financial services! 💼✨ Read more in Connection magazine: https://ow.ly/U9iz50TMy2p #Fintech #FinancialServices #Innovation #FintelIQ #API #Efficiency
-
Our latest issue of Connection is out now. https://ow.ly/szeP50TsYU6 Packed with trends, insights and the latest industry commentary, covering the wealth management, investment and protection spaces.
-
Read our latest issue here https://ow.ly/1YS450SF3qk
-
Read the full article from Eric Armstrong in our latest issue of Connection magazine: https://ow.ly/laeS50SnF74
-
Synaptic reposted this
Note. Add to weekend reading list. Guy Vanner in Synaptic mag discussing the role of financial strength in robust DFM due diligence exercises. Link in comments #financialstrength #financialadviser #paraplanner #duediligence
-
Our latest issue of Connection magazine is out today! Featuring Baillie Gifford, Competent Adviser, Brewin Dolphin and more .... https://ow.ly/7tLc50Sn4SA #IFA #FinTech #FinancialPlanning
-
Laura Barnes, Nucleus Financial Platforms, explores the #pensions #GenderGap in light of the first set of results from the Nucleus Retirement Confidence Index. Read more in Synaptic's Connection magazine: https://ow.ly/rhrc50RuMJE
-
Combining code and steel: the new wave of physical-digital firms Read more from Baillie Gifford in Connection magazine: https://ow.ly/bMfr50RtyoK
-
Read more from Synaptic's Eric Armstrong in our latest Connection magazine: https://ow.ly/Wrfe50Rtwo9