What are the benefits of using Synaptic Research?

The key elements for financial advisers are clearly researching recommendations to clients, and generating documentation to support a recommendation:

The key benefits to financial advisers are as follows:

  • Speed and ease of use, but in a system which doesn’t compromise on power and functionality, or limit the data which is available.
  • Improved documentation, and therefore strengthened relationships with clients.
  • Guaranteed adherence to the firm’s compliance policies.