Quay launches new version of Desktop

The update includes Webline’s quotation and online-apply portal with Clarity, Synaptic Systems’ in-depth research product. The software also allows intermediaries to analyse client portfolios without having to re-key information.  The system means advisers can process data efficiently and avoid duplication and error. Mitchell Philpott, chairman of Quay Software Solutions, told IFAonline: “Advisers can pre-populate quotations and research and from the quotation they can pre-populate people’s applications. Once the application is accepted and on risk by provider, commissions can be settled...