Financial Express

Integration with the services of Financial Express provide collective investment fund and equities data directly into Client Care Desktop.

Integration of Financial Express Fund fact sheets with the Modular Website provides your clients with an exceptional level of information and research via your website.

FREE Integrated fund price feed

Client Care Desktop comes pre-populated with almost 40,000 funds and equities (which makes setting up the system very simple indeed) plus a daily download of price information to update prices and fundamentals. The integrated fund price feed includes:

• Unit trust and OEIC (UT/OEIC) fund prices
  
  
• Life, pension and FSA offshore fund prices
  
  
• London Stock Exchange end-of-day equity prices
  
  

FREE Integrated web-funds

Create charts, view and compare performance of Unit Trusts, Life and Pensions funds and Offshore funds

Click here to access web-funds

Integrated fund fact sheets

Printable fact sheets provide advisers with click-button access to information such as performance histories and charting as well as UK company announcements for fund and equity holdings. Fact sheets are fully integrated with Client Care Desktop and accessible directly from client holdings records.

Integration with the Modular Website enables clients to access fund fact sheets via your website, such as the examples below:

View an example of a Financial Express Fund Fact sheet		View an example of a Financial Express Equity Fact sheet

Fact sheet integration with Modular Website Client Care Desktop offers integration with a number of best of breed software companies. The value of integration is that data needs to be entered just once, which means that you save time and avoid error. Take Morningstar for example...