SimplyBiz ditches Defaqto for Capita

clock

SimplyBiz has signed a three year deal with Capita Financial Software for the provision of free product and fund research to its members.

The support service provider's members were previously offered access to Defaqto's Aequos system but will now receive licences for the Synaptic research suite and Capita's quotation and e-apply portal, Webline. Over 1,500 licences will be issued over the coming weeks for the research suite, allowing advisers to analyse, compare, and justify recommendation for retirement, protection, and investment products. Matt Timmins, managing director of SimplyBiz, says: "Synaptic provides advisers with tangible support in the advice process that is equally relevant now and beyond RDR. In my opini...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers who are on board with technology outperform peers: Intelliflo

Advisers who are on board with technology outperform peers: Intelliflo

Generated more revenue and serviced more clients

Jen Frost
clock 28 April 2025 • 2 min read
Integrating AI into advice without losing the human touch

Integrating AI into advice without losing the human touch

Reinforcing trust through AI-enhanced personalisation

Tony Wilkson
clock 25 April 2025 • 4 min read
Why advice businesses need to 'invite AI to the table'

Why advice businesses need to 'invite AI to the table'

Will take away the ‘boring stuff’

Jenna Brown
clock 24 April 2025 • 3 min read