Round Up Spring 2019

services

and technology

Latest arrangements

Synaptic (research solution) Synaptic has 20 years of experience in financial research and is one of the largest independent adviser software suppliers based in the UK. Operating across the protection and investment sector, Synaptic facilitates suitable and compliant advice processes from wealth management to online protection comparison sites. Synaptic Software is part of the Capita Software Services division and wider (FTSE250) Capita Group. Special arrangement for threesixty clients Full Synaptic Suite: £99+VAT per month for a 24-month subscription (ticket price £149+VAT). Synaptic Product & Fund: £49+VAT per month for a 24-month subscription (ticket price £69+VAT). Find out more Call Synaptic on 0800 783 4477. Advicefront (back office system) Advicefront takes care of the boring and time-consuming admin financial planners hate – freeing them to help their clients achieve their financial goals and live a better life. Their tools provides a combination of productivity, team collaboration and the human touch that’s at the core of great financial advice. It’s designed to make financial advice more engaging, outcome-oriented, intuitive, more efficient, more profitable, and completely client-focused. Special arrangements for threesixty clients 20% discount. Find out more Call Advicefront on 0744 191 7077 or visit their website www.advicefront.com

i4C (cash flow modelling) The i4C team provide financial planners with applications that drive profitable relationships with more clients. Firms who have put i4C’s cashflow modelling application central to their advice processes have seen significant growth in fees per head, clients and referrals. Key features of i4C include: - - Full transparency Nothing is hidden from you or your client, so decisions can be made with clarity and purpose. - - Straightforward, single point of entry data To ensure speed and accuracy. - - Create, compare and illustrate unlimited scenarios Across your team, applying firm level assumptions across multiple variables. - - Goal seeking wizards Automate the process of answering common planning questions. Special arrangements for threesixty clients i4C offer discounted training packages and volume discounts on application. Find out more Call i4C on 01225 839411. - - Powerful tax calculations - - Consistency and control

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