Value proposition

Powering today's best financial advice

At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer journeys – from onboarding clients to client reviews.

We know that you’re constantly balancing the need to onboard new customers quickly, with the requirement to meet due diligence obligations and avoid bias.

That’s why at Synaptic we focus on providing independent, whole-of-market research and planning technology, for the retail financial sector. And why we design software tools which enable you to streamline end-customer onboarding, and present informed, independent advice in a way your customers understand.

With 25 years’ experience as a market leader, we’re unique in being partners with the widest possible range of providers, and connecting you with them to provide the whole picture – all from a single platform.

We offer our cloud solutions as software-as-a-service and as APIs, which integrate seamlessly with your business environment. Built using the Salesforce® development platform, Synaptic Pathways is available regardless of your choice of CRM, offering data security you can trust, and robust, reliable, application performance.

Product & fund research, recommendation and suitability, Quotation and new business fulfilment services, Client, compliance and business management, On and off platform comparison and due diligence, Risk profiling, asset allocation and stochastic modelling, financial software, financial technology, and fintech