Synaptic said that, combined with existing features, Pathways offers what is calls a "complete end-to-end" solution for Financial Planners.
The new features include ex-ante (pre-sales reporting) illustrations and reports, cost and charge comparisons and investment switching facilities.
The new additions are the latest in a series of updates to Synaptic’s tools.
Ben Rogers, managing director of Synaptic, said: “The new features available in Pathways for financial advisers will further improve usability. By combining the latest technology with the power of the Salesforce platform, this solution will enable advisers to focus more time on their clients and create an even better user experience.”
Synaptic Pathways is built as a Salesforce platform application and is integrated into Salesforce.
Pathways is available for both Salesforce CRM users or as an external application that can be integrated into other CRMs, including bespoke integrations on request.
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