Selestia's fund supermarket has rolled out for a soft launch integration with Quay Software's back office platform.
Through the new links, advisers will now be able to pre-populate the clients' fund holdings into the Quay Client Care Desktop system and should see further administrative efficiencies as a result. This means advisers using the the Quay tools will now have access to data and investment portfolio construbtion techniques which, until Selestia developed its own platform, were previously only open to institutional investors. Through this new development, advisers using Quay Software should be able to recommend portfolios according to the client's needs but link it to the electronic messagi...
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