Quay Software clients can analyse customers' fund portfolios for the first time after the firm integrated its client care desktop (CCD) with one of Financial Express's flagship packages, Analytics.
Analytics – accessible online - includes live performance data and fund filters, as well as a factsheet database which Financial Express says can also be used as the underlying source for client portfolio composition reports. It adds the system’s live scatter charts will enable intermediaries to establish a fund’s risk versus its performance which, combined with a range of descriptive ratios and performance charts, can help build client recommendations. Mitchell Philpott, chairman of Quay Software, says: “We have always believed in integrating with best-of-breed suppliers and we are delig...
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