The great diversity of activity of today’s financial adviser is well supported by technology. From marketing campaigns to generate interest from new prospects to the valuation of assets for a long standing client, technology has an important and valuable role to play.

However not all activities are supported by any one technology supplier and that can lead to inefficiency if the same data has to be entered more than once.

Given the specialist and involved nature of requirements such as the generation of comparative quotations, product research, compliance and commission reconciliation, it is unlikely that one technology company will ever support the entire spectrum of activities from a single software application.

What is important then, is that technology companies collaborate to share data and integrate applications.

At Quay, our strategy is to partner with best of breed suppliers to cut out the costs of duplicated data entry. Our business partners include both technology integrators and product providers.

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