Morningstar Integration

Client Care Desktop offers integration with a number of
best of breed software companies. The value of
integration is that data needs to be entered just once,
which means that you save time and avoid error. Take
Morningstar for example...

Simple to set up and simple to use

Setting up your client management system often requires a great deal of planning and preparation. Client Care Desktop is different. We have taken care of the
system set-up as the system comes pre-loaded with funds, Product Providers, products, currencies, standard letter templates and admin tasks. Watch as, in real-time, this new system is configured for use....

Client reports

Client Care Desktop offers a range of calculators, which enable users to create meaningful analysis for clients, attractively presented reports from our pre-formatted templates in seconds.

Reports cover protection, retirement, savings and investment requirements, school fees planning as well as personal taxation.

Reports can be printed in full colour (or black and white) or sent electronically to clients.

Annuity purchase

Client Care Desktop includes a number of pre-formatted reports that are very quick to use but which provide excellent results. Take the annuity analysis for example, the report is designed to assist retiring clients to make the all-important decision on the type of annuity to purchase. Income options can be modelled in
seconds...

Multiple locations

Client Care Desktop enables you to run multiple companies through one system. Each company can have it's own brand, regulatory text, address, agencies, advisers and charges. Access permissions allow you to control who can access what within the system (for example individuial Advisers might be opermitted to see and work with just their own clients).

This is essential if you have a number of Appointed Representatives or trading styles but want to run your enterprise from one database so that
you can manage processes centrally and report holistically..

SIPP/SSAS administration

Client Care Desktop includes dedicated facilities for the
management of SSAS and SIPP schemes.

Features include bank accounts, the ability to record and value directly held assets such as equities, property art etc as well as multiple Trusteee Investment Plans. Furthermore, the scheme borrowing can be recorded.
The animation shows the basics of scheme management and the production of a valuation...

Managing enquiries

Managing enquiries is essential. Whether you are a sole trader or multi-national, an enquiry lost or not followed-up effectively is simply business down the drain.

Client Care Desktop has sophisticated and holistic enquiry management features which ensures that enquiries are never missed by advisers, which enables you to measure effectiveness in responding to opportunities generated and which enables you to analyse the success of your marketing campaigns...

Client account

Fee charging is increasingly relevant to the provision of services to clients, whether fees are one-off for specific advice, or ongoing as part of a long term client care proposition.

Client Care Desktop offers comprehensive client account management features which can tell you at a glance how much time has been spent on a client, what income has been generated and what net value the client represents in terms of profit (or loss) to your business.

Group Scheme Data

Managing group schemes is both demanding, time consuming and often involves the faithful replication of data from paper to computer system in order to create analysis and reports for corporate clients and for scheme members.

However, using the Client Care Desktop group scheme plug-in, data can be passed electronically between the Product Provider, Employer and Scheme administrator.