28th July 2005.

“The Famous Five”, Ian McKenna

“It is not so long ago that these valuation facilities were only being offered by 1st Software with its Adviser Office Product. In recent months, however, many of the other software providers such as Quay and Intelliflo have caught up with and, many would say, surpassed 1st with their own electronic valuation capabilities”.

June 2005.

“Looking Back”, Julie Henderson

“Leading products on the market – namely Adviser office by 1st Software and Client Care Desktop by Quay Software - have undergone continuous development in recent years and now integrate many aspects of business which previously took hours to execute by hand. More importantly, these back office client management systems condense all of the data sent by providers into a single format which can then be translated back again into the appropriate language when fed out through the same system”.

Retirement Planner, June 2005.
“A Step in the Wrong Direction?”, Will Hadfield

“Quay Software’s enforms are future-proof. When the FSA mandates system-to-system filing of regulatory returns, enforms will also be able to populate the FSA’s systems automatically…. Electronic filing of returns should be straightforward, but Quay Software is the only supplier that will be able to process them when the FSA mandates the use of its website on July”.

Mortgage Introducer, 14th May 2005.
“Websites – are they worth it?”, Roland Rawicz-Szczerbo

“Quay Software, along with other businesses such as Synaptic and IFASystems, recognised that the vast majority of advisory firms and mortgage brokers neither have the time nor the money to build a website from scratch and so have created web builder tools to make it easy for firms to build and publish their own websites. These tools do not require any IT skills from the operator and can support every type of website imaginable, from the simplest of brochure sites to the most comprehensive client servicing sites delivering e-commerce and client-specific information (behind a secure log-in)”.

20th January 2005.

“Web Feat”, Ian McKenna

“The modular website from Quay Software is probably the best option for advisers who are Quay customers and any adviser who does not have a client management system but wants to adopt one that ties in closely with its web presence. This offers particularly tight integration between the client portfolio within its customer care desktop product and its online client portfolio, which clients can log into”.

10th January 2005.

“Make Technology Pay its Way in 2005”, Frank Eve

“We see claims made all the time by IT companies about the time that can be saved by the implementation of their systems but few substantiate these claims. Quay Software, however, now has real evidence of how its technology can save intermediaries time. The company provides back office systems for brokers with its Client Care desktop. This was designed primarily for the IFA market but Quay Software also sees a growing market for mortgage intermediaries”.

6th January 2005.

“Commission: possible”, Ian McKenna

In this article, Ian McKenna discusses the most efficient way, “To process commission payments quickly and effectively, then allocate them to each client’s account”, this process being administered electronically. McKenna describes Quay Software’s Client Care Desktop as a, “More sophisticated client management system”, which, he says is, “Offering extensive facilities to achieve such significant business improvements”.

“No Mere Portal”, Ian McKenna

“At the heart of its systems, Money Portal uses the Client Care Desktop from Quay Software, together with the Online Client Service Centre which forms part of the Quay modular website package. Quay has been selected as the core system supplier for all the businesses acquired by Money Portal. As part of the process, each firm is migrated to the Quay technology”.