Quay Software development moves end-to-end processing a step closer

clock

Quay Software is rolling out a new version of its Client Care Desktop tools at the end of this month which gives IFA firms full compliance functionality for most aspects of the adviser's regulated activities and simplifies various jobs which technology makes cumbersome.

An existing version of the CCD tools – CCD V2 – already offers intermediaries access to data management and administration tools, as well as training and competence and other back office support. However, changes push Quay Software's offering one step closer towards complete end to end processing and the complete business management package, as each adviser will be able to log the exact amount of time each job or role takes for a client, its impact on the business’ profitability and the amount the client should be charged, depending on the adviser’s position within the company. Advise...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read
Utilising clean data to power business decision-making

Utilising clean data to power business decision-making

In 2023 120 zettabytes of data was transacted globally

Abhishek Vethanayagam
clock 24 April 2024 • 3 min read
Woven Advice closes SEIS fundraising for data management solutions

Woven Advice closes SEIS fundraising for data management solutions

‘Advisers are held back by the quality of their data and their inability to fix it’

Hope Coumbe
clock 23 April 2024 • 1 min read