Two Financial Planning software providers integrate with iO

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.


Synaptic expands its investment risk rating service

Synaptic Software has bolstered its Synaptic Product and Fund research tool to provide its 8,000 subscribers with access to more information about investment risk ratings.


Synaptic to launch cashflow-based ‘at retirement’ tool

Synaptic Software is planning to launch a major ‘at retirement’ tool for planners and advisers later this year which will feature cashflow modelling.


Synaptic's quicker life quote service for advisers goes live

Synaptic Software has launched its faster life assurance quotation and transaction service called Cover Me Now. The service went live on Friday 31 March with the aim of helping advisers speed up protection quotes.

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