Capita to launch risk profiling tool

clock

Capita Financial Software (Capita) is set to unveil a new risk profiling tool it claims will "revolutionise" retirement and investment modelling.

The technology company said Synaptic Modeller, developed in conjunction with stochastic modelling outfit Barrie & Hibbert, heralds an innovation in the way advisers conduct investment modelling, portfolio construction and research. "From discussions with both large and medium sized firms, it is clear the FSA's finalised guidance paper ‘Assessing Suitability' has caused some concern," said product developer William Watling. "Synaptic Modeller will allow advisers to plug in their own investment strategies in order to find ‘real world' solutions, suitable for each client, whilst demonstr...

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 need to find their technology 'superpower'

Advisers need to find their technology 'superpower'

‘Advice firms need to decide where they want to put their tech focus’

Isabel Baxter
clock 28 March 2024 • 1 min read
Technology is driving a financial planning revolution

Technology is driving a financial planning revolution

'Don't underestimate what can be achieved in the next decade'

Ben Goss
clock 21 March 2024 • 4 min read
Second wave of AI investment calls for more diversification

Second wave of AI investment calls for more diversification

Investors urged to think outside the box and away from technology

Hope Coumbe
clock 20 March 2024 • 2 min read