Mark Loosmore looks at Quay Financial Planning’s client care desktop system
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.
Advisers can now access real-time valuations on Zurich products after the investment firm linked to a Quay Software.
Industry technology providers Capita and Vertex have announced a flurry of ‘firsts' set to hit the market and provide business benefits to IFAs.
Strong growth in customer leads and the desire to ensure its enterprise level support maintains an edge are the reasons behind new appointments at IntelliFlo, says chief executive Nick Eatock.
Capita and Vertex Financial Services have announced further changes intended to improve support for intermediary IT needs.
Vertex Financial Services has bought 1st Software for £25m in cash, loan notes and debt in order to boost its ability to offer ecommerce and straight through processing in the areas of life and pensions, mortgages and investments.
Capita's objective through its acquisitions of Webline and Quay Software is to aggregate policy data and customer information and "put it on the adviser's desktop", says Steve Parkinson managing director Capita Life and Pensions.