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All Integrations

Research suite
with
Synaptics

FAC Member firms get access to the Synaptics Research Suite
End to end research capability, centrally managed and supervised by IFAC on investments and pensions which gives you the confidence in your recommendations that they are supported by an industry leading research house and that the on-going diligence and oversight will be conducted by IFAC on your behalf.

So for the following advice this new service will be highly advantageous and valuable:

  1. Investment product research and comparison (new business and switches)
  2. Pension switches and new pension plan sourcing
  3. Client Risk Profiling
  4. Retirement Cash Flow Modelling
  5. Drawdown sourcing and comparison
  6. Platform and fund management comparison

There is also the new Synaptic Portfolio Builder that allows you to build, maintain, analyse and report on a client's portfolio.

If you go direct to Synaptics for the same suite, you will pay £120 per month for a licence.

If you access it through BAT then the cost will be £50 per month, this cost will increase each year by CPI (inflation).

This will allow you to focus all your investment research through one system and through BAT.

Simply reply to me, charlie.palmer@ifac.eu in order to secure the heavily reduced rate of £50 per month.

Try BAT for free

  • Start a 30-day free trial

  • T&C / Document Library / Compliance manager

  • Join over 1,000 other IFAs and Mortgage brokers
    using BAT for compliance.

  • No credit card required

  • 24/7 online support

Ver todos...