Capita Financial Software (CFSL) has launched its latest edition of Client Care Desktop version 4, including integration with Portavista and Portal Builder for the first time.
CCD v 4.0 enables advisers to complete straight-through processing from first point of contact with a client, through the advisory and client care processes and on to manage administration, compliance and commissions.
The software includes fully integrated quotation engines, product research and financial planning tools. The fact finding, research and quotation process is streamlined, saving the adviser time, says CFSL.
With a centralised login management system, the platform allows advisers to improve data security, permitting designated staff to control access from one location.
Version 4 of the software is supported by Windows Vista, so intermediaries can plan for the future knowing their systems will remain compatible, says CFSL.
Matt Humphrey, managing director of CFSL, says the latest version of CCD includes all the features of CCD3.3.3 plus new integrations.
“This system brings a fully e-enabled solution delivering the Capita Enabler proposition to advisers' desktops and pushes the industry towards greater efficiencies, cost savings, automation and fulfilling compliance requirements.”
He believes the newest version gives advisers the tool to control their business and generate fresh opportunities for their clients.
CCD v4.0 was put through over 1000 development tests by CFSL to ensure the version is intuitive to users’ needs.IFAonline
What made financial headlines over the weekend?
The chairman doggedly tries to be amusing
'Profitability is almost a myth'
Active Wealth in liquidation
Cautious welcome for volatility