Have you read the latest Connection Magazine? Packed with practical insights for financial advisers navigating today’s market challenges, key topics include: • Investing in the Age of AI – how to capture innovation without the hype • The Great Wealth Transfer – engaging the next generation of clients • Ten Years of Pension Freedoms – lessons learned and what’s next • Rethinking the classic 60/40 portfolio • ESG’s evolving role, tax-smart investing, and more You’ll also hear directly from industry leaders: Richard O’Sullivan (RSMR), Justine Randall (Tatton), Jennie Byun (HSBC), Jonathan Simpson (ebi) and other experts sharing their views on opportunities and risks ahead. Whether you’re focused on investment strategy, retirement planning, or client relationship growth, this issue delivers valuable perspective to help you stay ahead. 👉 Read the full magazine here: https://ow.ly/rtLg50X03LR #FinancialAdvisers #WealthManagement #Investing #PensionPlanning #AI #ESG
About us
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.
- Website
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http://www.synaptic.co.uk
External link for Synaptic
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- London
- Type
- Privately Held
- Founded
- 1995
- Specialties
- 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
Products
Locations
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Primary
Get directions
11 Buckingham Street
London, WC2N 6DF, GB
Employees at Synaptic
Updates
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Thanks for sharing Harry Morrison 👏 You can also dive into Harry's full article in our interactive magazine here: https://lnkd.in/e5REaTc5
I've written an article for Synaptic tackling why the UK needs better education on Tax-Advantaged Investments Many investors know about ISAs and pensions, but fewer are aware of powerful schemes like EIS, SEIS, VCTs, and BR, which offer substantial tax benefits while funding high-growth businesses. These schemes have channelled billions into UK start-ups, creating jobs and driving innovation in areas like biotech and renewable energy. But despite their potential, public awareness remains low. With better education, we could unlock billions more in investment, supporting the UK’s economy and driving positive change. Let’s start the conversation on how we can bridge this gap. https://lnkd.in/exDc4gxA #taxadvantagedinvestments #Investment #EIS #SEIS #VCT #BusinessRelief #EconomicGrowth #Innovation #FinancialEducation
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New issue out now! Connection Magazine delivers must-read insights for professional advisers: • Investing in the Age of AI • The Great Wealth Transfer • Pound-Cost Ravaging & retirement risk • Is the 60/40 portfolio still fit for purpose? • 10 Years of Pension Freedoms & what’s next …plus tax-smart investing, ESG’s future & more. Stay ahead of markets, regulation & client needs—click to read the full magazine 👉 https://ow.ly/tyC050X03bs #FinancialAdvisers #WealthManagement #Investing
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📣 The Q2 2025 edition of Connection Magazine is out now! This issue is packed with forward-looking insights for financial professionals, including: ✅ Navigating upcoming pension & IHT reforms ✅ The real impact of global trade tariffs on investment strategy ✅ How AI is revolutionising advice delivery (and saving hours) ✅ Unlocking the power of tax-efficient investments like EIS, SEIS, and VCTs ✅ Why it’s time to talk about death—and how to do it with clients Plus, fresh thinking on portfolio rebalancing, market volatility, and scalable tech tools to meet Consumer Duty expectations. 🔗 Explore the full magazine here: https://lnkd.in/ei7rQemm #FinancialAdvisers #WealthManagement #IFA #PensionPlanning #InvestmentStrategy #EstatePlanning #Fintech #ConsumerDuty #ConnectionMagazine Ben Rogers Richard Tailby
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Stay ahead in Financial Services 🚀 Our recent issue of Connection magazine is packed with expert insights to help financial professionals navigate 2025. Here are just a few of the powerful insights inside: 📌 "The Future is Bright… " – Owen James explores the challenges and opportunities shaping financial advice in uncertain times. 📌 "Trump, Tariffs, Tech, and the Rest of the World" – Simplybiz breaks down the global market shifts impacting investors. 📌 "Can Active and Passive Team Up for Investment Success?" – Aberdeen Investments explores how blending strategies can optimize portfolios. 📌 "Why Your Back-Office Tech Should Be Invisible" – Plannr Technologies Limited discusses how integrated tech is reshaping efficiency for advisers. 📌 "Expanding Decumulation Capabilities in Pathways" – Synaptic highlights key retirement income solutions in a complex regulatory landscape. Don’t miss out—read the full issue now: https://lnkd.in/ei7rQemm #FinancialAdvice #InvestmentInsights #WealthManagement #ConnectionMagazine #FinTech Ben Rogers John Warby
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🌟 The Future of Financial Advice – Connection Magazine Q1 is out now 🌟 In an ever-evolving financial landscape, staying ahead is key. The latest edition of Connection explores the biggest trends shaping the industry in 2025, including: 📉 Market insights amidst economic uncertainty 📊 The evolving role of AI in financial services 💡 Investment strategies for a changing world 🔍 Regulatory updates and what they mean for advisers With expert contributions from leading firms, this issue is packed with valuable insights to help financial professionals navigate the road ahead. 📖 Read the full issue here: https://ow.ly/Fuzq50VlCGz #FinancialAdvice #InvestmentTrends #WealthManagement #ConnectionMagazine
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Ready to Shape the Future of Financial Advice? Dive into the latest edition of Connection magazine! Discover insights that will transform your practice: 📖 Navigating the Great Wealth Transfer – Strategies for securing intergenerational wealth. 💹 Finding Value in Global Equity Markets – Expert guidance to leverage opportunities. 💡 Beyond NVIDIA – Explore the semiconductor ecosystem’s investment potential. 📊 Enhanced Cashflow Modelling – Stay FCA-compliant while empowering client success. With actionable advice from industry leaders like Vanguard, SimplyBiz, Baillie Gifford, and Liontrust, Connection Magazine is your go-to resource for thriving in a changing financial landscape. 🔗 Visit www.synaptic.co.uk to Subscribe or view the latest issue here: https://ow.ly/mt0350UtYrL 📣 Join the conversation: Share your thoughts and favourite articles below >>> #FinancialAdvisers #InvestmentInsights #WealthManagement #ConnectionMagazine
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