Julian Harris Adviser Network offers a professional and entirely independent network adviser service to its clients. It has been providing its services to IFAs and Mortgage advisers since 1992.
Julian Harris Adviser Network was planning to expand its business and help like-minded advisers, from sole traders to multi-adviser AR firms, to grow. To help achieve this, while staying FCA compliant, the network was looking for a comprehensive suite of software tools which they could recommend to their investment and pension advisers.
Julian Harris Adviser Network chose Synaptic Suite because it offers a large range of comprehensive modules, covering all the areas that an IFA needs when coupled with their in-house compliance services.
It enables IFAs to assess a client’s attitude to risk, survey all the options and compare all providers across the marketplace. It also provides quick and professional reports.
For suitability and optimum advice, it was important that they offer the best risk management to their clients. The A2R (Attitude to Risk) questionnaire, an integral part of the Synaptic Suite, maps the customer profile to the industry-leading Moody’s risk framework and provides the basis for consistent risk profiling of clients and investments.
Synaptic Suite is helping Julian Harris Adviser Network get future-ready by providing the following benefits:
- It improves the compliance standard of client files.
- It improves efficiency and time for advisers.
- It assists with protecting advisers and the network from future complaints.
- It provides a robust and repeatable research process.
- It provides the technology to support independence and unbiased research.