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

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read