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...
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