Capita Financial Software

10/21/2012 (press release: press-releases) // United Kingdom // Customer Care

Capita Financial Software (Capita) is constantly being reviewed and updated to adapt to changing markets. Financial software solutions are available to address the varied needs of the independent financial services marketplace. Capita is going from strength to strength in this exciting marketplace and is committed to old and new customers alike. Capita offers an innovative and fresh approach to software tools for the independent financial advice sector. Capita will support purchasers from the development stage through training and implementation and will continue to support users long after the initial purchase. Commitment and innovation are the ethos of Capita.

From Synaptic real-time software packages available to support advisers and providers alike, a bespoke package can be facilitated through Capita. Technical connection offers the ultimate solution for advisers who require up-to-date and independent information immediately to hand. The tools available are creative yet reliable and allow a comprehensive resource of independent material to be accessed as and when it is needed.

Adviser Solutions

Software products available to the adviser include:

client management solutions

Quote and apply packages

Research tools

Provider Solutions

Software solutions available to the provider include:

Synaptic Insight

Synaptic Update Manager

Synaptic Comparator

Connection magazine

Capita has shown its ongoing commitment to developing innovative software in the financial services sector by its recent announcement of a £4m investment over the next year in its software solutions development. The experience Capita has in financial markets makes it the ideal developer of financial tools for providers and advisers alike. The software development team has both technical skills, knowledge and service expertise and the company recognise that specialist products are needed to support the adviser sector. Capita is a customer focussed organisation and the financial software team is committed to innovation and development in the sector whilst continuing to support existing customers.

Help and Support

Capita provides in-depth technical support for the users of its software. Support can be accessed through the dedicated IT helpdesk. The helpdesk is staffed by cross trained technical advisers who will try to resolve all issues during the first contact. Help is also available by email or online support. A detailed knowledge based has been established and is being constantly updated to try and resolve the most frequent concerns of advisers. The knowledge base is complemented with frequently asked questions which are very specific and detailed. Access is also available to the Extranet and Webline and users should register to ensure they have access to these valuable resources.


Capita can also provide extensive training packages to enable advisers to be well trained and confident in their use of the various packages. Capita will provide consultants to help providers assess what training packages they require for their advisers. The packages can be as wide ranging or as bespoke as the client would like, but the Capita consultants will support providers in making the assessments.

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