IFAs are being offered a 20% discount if they purchase a combined technology package from Quay Softw...
IFAs are being offered a 20% discount if they purchase a combined technology package from Quay Software and Lindenhouse, who have just agreed a deal to deliver IT systems together.
Lindenhouse is better known for its INVU document management system, which small-medium-sized IFAs tend to favour, so the two firms hope to improve back office efficiency even further with its link-up to Quay.
INVU allows advisers to store scanned images such as word documents, emails, and faxes in a system specifically built for each individual IFA business. Lindenhouse says many of the 350 advisers already signed up have found the reduction of paper has increased productivity as well as archiving security.
These packages sit alongside Quay's white-label web building tools and XML messaging system, all of which are compatible with Microsoft office packages.
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