Synaptic Pathways

Firms which have struggled with research and advisory software in the past are likely to have tools and processes that do not fulfil the current requirements of MiFID II or PROD. This can cost firms time and resources as well as being prone to error.

An entirely new, comprehensive solution has been designed and built by Synaptic for the modern advisory firm to deliver streamlined and consistent advice, based on a firm’s own investment strategy.

The research suite delivers comprehensive data on platforms, products, portfolios and funds across integrated research tools, including client risk profiling, investment risk profiling, asset allocation and forecasting from Moody’s Analytics, together with costs and charges analysis to MiFID II disclosure rules (ex-ante).

Illustrations from Synaptic are produced automatically without rekeying and allow users to configure and work within a firm’s own Central Investment (and Retirement) Propositions. Synaptic research processes are complete and smooth, making it a delight to execute complex illustrations and formulate outstanding advice with research tools built exclusively on the Salesforce platform.

Synaptic Pathways integrates fully with intelliflo office, allowing users to bring their customers into Pathways to conduct research using all or any of the Pathways Modules, obtain a compliant report and take this back into the CRM.