Synaptic & RSMR- a powerful partnership

24 Jul 2019

Synaptic & RSMR- a powerful partnership

Synaptic offer a full market research solution and their research tools are currently used by 8000 advisers on a monthly basis. They provide financial risk analysis & strategy management research tools, underpinned by industry-leading research. The full Synaptic Suite entails intuitive software for risk and suitability assessment and investment risk management for head offices, paraplanners and advisers, combining Moody’s Analytics investment strategy and stochastic projections.

At the core of this research are the RSMR filters that can be used to uniquely select RSMR rated funds, which can then be matched to a required product. Many users rely on a combination of Synaptic Risk and RMSR ratings when building client propositions. The relationship between RMSR and Synaptic is intrinsic and compelling and highly beneficial to the advisory community.

More recently with the launch of RSMR’s own Managed Portfolio Service the link between Synaptic and RSMR has become even more closely aligned. Each of the 11 strategies has a Synaptic Risk Rating, providing advisers with a clearly defined solution for each risk category. With ongoing monitoring and management from RSMR, these models offer Synaptic users a combination of RSMR’s portfolio expertise & Synaptic’s risk analysis.

Adviser firms can access Synaptic’s risk assets free of charge, with the option to subscribe to additional software research tools to assist in other areas of due diligence or financial planning.

For more information go to: www.synaptic.co.uk

 

This information is for UK Professional Advisers only and should not be given to retail clients.The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

Rayner Spencer Mills Research Limited is a limited company registered in England and Wales under Company Registration Number 5227656. Registered office: Number 20, Ryefield Business Park, Belton Road, Silsden, BD20 0EE. RSMR is a registered trademark.


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