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 Collating
and analysing a client’s financial position and producing
detailed recommendations, supported where relevant by calculations
and research can be one of the most time-consuming activities undertaken
by an adviser, yet is one of the most critical in the entire process.
Increasing compliance relating to specific areas of advice and
many sources of information make it ever more important that this
can be undertaken in a systematic and efficient manner.
The Factfind and Analysis module offers:
- A full financial planning factfind, supported by a range of
focussed factfinds for areas such as Mortgages, Retirement, Investment
and Protection Planning. Common information carries across from
one factfind to another.
- Production of individual planning reports or full Personal Financial
Review (PFR) illustrated with graphs where appropriate.
- Integration with a range of additional third party tools, including;
Quotations – ExWeb, Webline, Assureweb
- Product Research – Synaptic, DeFaqto
- Fund Research & Planning – Financial Express, Morningstar,
I-trak and Dynamic Planner
- Mortgage Sourcing – Trigold (Network Data and Mortgage
2000 coming soon)
- Integration with Product Provider extranets via Unipass
Security allowing Advisers to only have access to their own clients.
The module offers the potential for huge savings in time and increases
in case size, together with improved levels of client service. It
is intuitive and simple to use, so that the benefits can be enjoyed
without the requirement for a large investment of time in training.
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"The new Quay Software CCD has allowed
me for the first time ever to have my year-end
accounts actually ready at the year-end. More
time saved for client work (around 5 hours). This
is due to the greatly improved reporting features
in CCD, backed up by the now vastly simplified
commission reconciliation model. As a bit of an
IT Geek, the stability of CCD’s operation
within a multitasking environment is very important
to me, leaving me free to prepare studies without
fear of data failure. Well done."
Derek Frost,
The Melia Partnership
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