Bringing you live news and features since 2006 

Capita’s Synaptic launches risk profiling tool for financial advisers

RELATED TOPICS​

Capita plc (Capita) has launched Synaptic Risk Explorer, a software-as-a-service investment research tool for financial advisers and wealth managers to provide suitable investment planning for their customers.

Financial advisers need to explain the role of risk and reward to clients to ensure they can give their informed consent for the investments they would like to make. To do this, financial advisers need to analyse investment data from various external sources, which can be complicated and time consuming. Risk Explorer offers a simple solution that combines data from these sources and ‘visualises’ investment outcome projections, demonstrating the relationship between investment and risk.

Importantly, the new solution will support compliance with the Markets in Financial Instruments Directive (MiFID II) regulation that requires investment advice firms to provide investors full details of all service charges, as well as any costs on investment returns, before they provide services to investors.

Risk Explorer provides reliable probability-based forecasts of investment outcomes that support customers’ goal-based financial planning. The solution calculates a client’s attitude to risk ranging from ‘cautious’ to ‘adventurous’ and analyses ‘portfolio risk’ to assess potential investment losses on a case-by-case basis.

Financial advisers can also use Risk Explorer to calculate the impact of variables such as financial advice costs and inflation to calculate broadly reliable expected growth values. Analysis of these variables enables advisers to understand how investments may perform and use those insights to inform their customers.

Risk Explorer is fully integrated with  Moody’s Analytics Economic Scenario Generator, a financial intelligence and analytics tool, which provides an industry-leading model providing consistent, objective measure for investment risk.

Stephen Ferry, managing director of Capita’s Synaptic Software, says: “Risk Explorer was developed by combining our software capability with our digital expertise in the financial services sector. Our intuitive solution will help financial advisers deliver quicker and better services to their customers.”

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by