Electronic data feeds

Managing a client service proposition which commits the business to regular client valuations has until recently represented a significant cost and administrative burden.

However managing client valuations electronically updates unit position, transfer values and in some cases projected values of contracts directly from the Product Provider's own systems.

• Scheduled requests can be set up so that valuations are obtained in advance of regular client reviews or to meet regular valuation commitments
• Batch processing avoids the need for users to process valuations individually. Client Care Desktop processes valuations on batch.

Automated commission reconciliation offers considerable time savings, especially for larger firms and particularly for those with large volumes of trail or fund-based renewal commission.

• Client Care Desktop comes equipped with commissions matching routines that automatically reconcile commission statements
• Electronic commission statements are currently available from in excess of 20 Product Providers
• Commission analysis and reports can be made available to advisers securely via the internet, using the Web. Builder

	Electronic valuations Electronic valuations enable client portfolios to be regularly updated...
	Electronic commission statements Electronic commission statements enable commission information to be entered and reconciled automatically, saving time, adding detail and enhancing the accuracy of commission management...
	Data feeds Data feeds such as Financial Express enable client portfolios as well as directly held assets such as equities to be kept up to date automatically as unit prices are updated on a daily basis....
	Bulk data Bulk data can be used to populate your system from scratch or to refresh and update your data from the information that the Providers hold...
	Group scheme data Group scheme data enables you to set up the membership of a group scheme in seconds...
	Sharing data via your website Sharing data via your website enables your clients access to their entire portfolio of products, securely. A simple login, that you control, enables clients to view and interact with their entire portfolio of financial products (mortgage, protection, retirement, investment as well as general insurances), to perform “what if” scenario planning and to view and update their fact find. Professional introducers can login securely to make referrals to you and, once an introduction is made, the introducer can login at their convenience to review case progress....
	Sharing data with your advisers Sharing data with your advisers can save valuable administration time. Permitting your advisers to self-serve information such as pipeline and paid commissions securely, via the internet enables you to deliver information on-demand without burdening your support staff...
	Network communications Network communication of business written needs to be efficient, unambiguous and done in real time. Paper can do none of these things. Worse still, the information written onto paper can be subject to interpretation by the recipient and for networks, nationals and service providers alike, this can completely void all risk management and compliance controls...