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Synaptic and Focus link up to aid IFA net trading

Financial services software firms Synaptic and Focus Solutions are teaming up to offer IFAs increased electronic trading capability.

Synaptic will use the internal server version of Focus&#39s goal:proposal software with members of the Burns And erson and Berkeley networks.

The software makes it easier for IFAs to complete and submit new business applications electronically.

Using the Focus software means the networks&#39 700 member firms will not need additional desktop software on their PC to access, complete and submit applications on the internet through Syn aptic&#39s portal.

The electronic applications will be gathered centrally by Synaptic.

IFAs will be able to view and fill in e-applications using standard internet software such as Microsoft and Adobe Acrobat Reader.

Synaptic managing manager Darren Bayley says: “The server version of Focus&#39 goal:proposal will bring Syn aptic&#39s 7,500 IFA users one step closer to our vision of being able to create revenue streams in a box for IFAs who will be able to offer their customers end-to-end electronic processing of new business without significant investment in infrastructure.”



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Swip loses another big client

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Building Society Association releases September figures

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2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


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