Capita financial software have a number of finance software products available that are tailored to suit a variety of business needs.
Synaptic Fund Research
Designed to identify, analyse and compare funds, Synaptic Fund Research is versatile software for the finance industry. Synaptic Fund Research can be used for life, pensions, investment and unit trusts, as well as OEICs and offshore funds that are registered by the FSA. Synaptic Fund Research is a type of software that offers instant access to large amounts of data, including past performance, and is capable of graphing in excess of 100,000 funds. A big plus when using Synaptic Fund Research is its ease of use, and ability to both compile data and obtain printouts of data in seconds.
Synaptic Protection Research
Understanding the importance of financial wellbeing is at the core of Synaptic Protection Research. This software, through research, helps to determine which is the best protection solution for clients. A comparative quote is established through research, and an online transaction is encouraged to speed up the process. At all times, Synaptic Protection Research recognises the importance of offering a client the best product for them, and not just one based on price alone.
Synaptic Product Research
Synaptic Protection Research is devised for the needs of its users. Again, ease of use is noteworthy, and it is software that dramatically reduces search time for advisers. Synaptic Protection Research uses an elimination process to help leave search results that are relevant. The relevant results are then ranked by suitability. A variety of summary reports can then be compiled, together with a suitability letter. Factsheets in the PDF file format can also be produced and an audit trail is built in. Uniquely, Synaptic Product Research’s protection module is fully integrated with both the Webline portals quote and e-apply functionality.
Webline Quotation Portal
With a reputation as being a standout performer in portal technology, Webline Quotation Portal boasts impressive figures. It processed, in the past 12 months, over 30 million calculations for advisers, which related to individual premiums and single company illustrations. It is also finance software that offers comparative quotes instantly. Webline Quotation Portal can save research, and automatically pre-populate around 100 fields of data into both quote and apply forms. It can work either in a panel or a whole market, and will seamlessly link to providers extranets, regarding online applications.
Award winning and innovative software, Synaptic Comparator gives advisers the ability to compare all areas of the market platform. These include platform features, tax wrappers, funds, and, additionally, associated charges. Comparisons are then made available with regard to each option’s overall cost. Synaptic Comparator allows its users to also make comparisons with on and off platform solutions quickly.
For more information on Capita financial software, please either call 0800 783 4477, or, to make an enquiry, visit the Capita website at:
You’ll be asked to fill in your requirements and you will then be contacted, normally within four working days.
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