Ever feel challenged by the sheer range of tasks that you have
to perform? Whereas in the largest firms tasks are performed by
dedicated departments, if you run a smaller firm the chances are
that you and maybe a couple of others do the lot!
From adviser recruitment and management, prospecting, fact finding,
needs analysis through administration and commissions management
to regulator reporting, the tasks performed and many and varied.
To perform as a smaller firm, quite simply, you have to be a master
of all trades
Getting the best from specialist software can be challenging as
the detailed functionality demanded by the largest firms can often
appear daunting and unnecessarily complicated for smaller firms.
How many times have you heard the complaint that the software is
just too difficult to use?
The Client Care Desktop is different. Whilst the system has been
designed to support the entire business processes of the largest
and most demanding national firms and networks, the design of the
system makes it very easy of use indeed and very accessible for
even the smallest and most time-stretched operator.
So much for ease of use. What about quality?
The system delvers highly professional, detailed analysis and reports
very quickly indeed.
What about hidden extras that boost the price?
There are none.
INCLUDED in the monthly
license fee is a price feed from Financial Express which supplies
a DAILY update on circa 20,000 funds and 2,500 equities.
Our help line is manned during normal office hours and is FREE.
Our comprehensive, searchable Knowledge Base offers unrestricted
access, is available 24/7 and is FREE.
The software is modular, which means that you pay only for the functionality
that you need.
| Front, back office and compliance
management systems |
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| A highly affordable, e-commerce equipped
website |
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| Delivering client portfolio data via your
website |
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| Developing a quality corporate identity |
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