Providers and partners

The Platforum

A significant partner of the Synaptic Comparator project is Holly MacKay, Managing Director of The Platforum. The partnership of Capita Financial Software and The Platforum demonstrates a joint commitment to the delivery of high quality systems, which support the detailed analysis of platforms. As part of this relationship, Capita Financial Software and The Platforum now share qualitative and quantitative data, providing a truly comprehensive data set which every adviser will need in order to carry out a thorough review of today’s platform market.

Platform operators and product providers

As with other Capita Financial Software developments, product providers have been instrumental in helping to bring Synaptic Comparator to the market place.

Capita Financial Software’s strong working relationships with product providers are the cornerstone of our proposition and Synaptic Comparator builds on these relationships to ensure that all data available is of the highest quality. All wrapper data included has also been validated by product providers themselves.

Synaptic Comparator has been developed in conjunction with a number of wrap providers and fund supermarkets including:

• Ascentric
• Avalon
• Aviva
• Axa
• Cofunds
• Funds Network
• James Hay
• Macquarie
• Novia
• Nucleus
• Raymond James
• Seven Investment Management
• Skandia
• Standard Life
• Transact
• Wealthtime

Data included in Synaptic Comparator has been supplied and verified by the above providers to ensure that advisers have access to data of the highest integrity.

Integrated tools

Client data management

Synaptic Comparator is designed with clients at the heart of the process. Client data is held securely with a full audit trail of all research performed and document management, allowing regular reviews to be conducted, ensuring ongoing suitability. Synaptic Comparator supports integration with client relationship management systems, including Capita Financial Software’s Client Care Desktop (CCD).