Capita has released a software package that will allow financial advisers to compare products offering different elements of life and health cover.
The option adds a menu based protection ability to the existing Synaptic research suite of programmes. This will enable financial advisers to consider products that offer varying levels and types of cover to suit their clients' specific needs. The new area has launched with twelve plans from nine market-leading providers including LV=, Bright Grey, Legal & General and Scottish Provident. Like existing research modules, products are filtered in or out based on each client's specifications with plans that do not support criteria selected by the adviser being eliminated from the resea...
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