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Friday, 18 January 2013 09:55
Capita Financial Software launches investment planning and risk profiling tool
Capita Financial Software has launched a new investment planning and risk-profiling tool called Synaptic Modeller.
This is the latest tool in the firm's Synaptic Fusion programme, a technology platform for advisers and Paraplanners.
The tool has been designed alongside stochastic modelling experts Barrie & Hibbert to address key concerns outlined by the Financial Services Authority. The FSA has previously said it is concerned by the use of third party tools when assessing risk.
Synaptic Modeller system combines attitude to risk investment with stochastic projections in the form of goal-based analysis and enables advisory firms to create and align their investment strategies.
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Adam Byford, managing director, said: "We set out to specifically to develop a tool for advisers which not only helps them in relation to risk-profiling, but also ensures that a client's capacity for loss can be considered.
"Unlike other systems in this space, Synaptic Modeller is highly configurable, allowing advisers to 'plug-in' their own investment strategy instead of using those defined by the software supplier."
Les Lee, network direct managing director, said: "We see the Fusion programme as the shot in the arm, the industry needs- particularly now RDR is in force. Integration between each module offers our advisers significant time saving and compliance benefits, in addition to new business opportunities."
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This is the latest tool in the firm's Synaptic Fusion programme, a technology platform for advisers and Paraplanners.
The tool has been designed alongside stochastic modelling experts Barrie & Hibbert to address key concerns outlined by the Financial Services Authority. The FSA has previously said it is concerned by the use of third party tools when assessing risk.
Synaptic Modeller system combines attitude to risk investment with stochastic projections in the form of goal-based analysis and enables advisory firms to create and align their investment strategies.
{desktop}{/desktop}{mobile}{/mobile}
Adam Byford, managing director, said: "We set out to specifically to develop a tool for advisers which not only helps them in relation to risk-profiling, but also ensures that a client's capacity for loss can be considered.
"Unlike other systems in this space, Synaptic Modeller is highly configurable, allowing advisers to 'plug-in' their own investment strategy instead of using those defined by the software supplier."
Les Lee, network direct managing director, said: "We see the Fusion programme as the shot in the arm, the industry needs- particularly now RDR is in force. Integration between each module offers our advisers significant time saving and compliance benefits, in addition to new business opportunities."
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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