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If you have been building your brand and distribution for some time, you probably now face an altogether different question; how do you make a better business? How do you make more of what you’ve now got?

Lessons from the largest firms have to be learned. Bigger has often just meant bigger and currently very few of the new breed of national IFAs are profitable.

Being “big” brings a host of issues that have to be understood and mastered before bigger can become better.

At Quay, we have specialised in supporting the needs of the largest IFAs for the past 8 years. Over that time we have listened to our clients requirements and learned from experience.

Front, back office and compliance management systems
Client Care Desktop
Single database access across multiple branches
Automated commission receipt and reconciliation
Electronic valuations
Automated compliance management
 
Delivering client portfolio data via your website
Quay Modular Website
 
Communicating with staff and advisers via a secure Intranet
Quay web builder
 
Developing a quality corporate identity and web presence
Design