Fund prices & research

Financial Express is the leading source of investment fund performance data, charts, fund news
and portfolio monitoring tools. Quay partners with Financial Express to provide a daily price feed into Client Care Desktop, Find fact sheets, Webfund plus links to Analytics.

Morningstar Adviser Workstation Office Edition

Morningstar's planning capabilities support the development of sophisticated plans for multiple investment goals of your clients.

Morningstar Workstation gives you the tools to show clients how and why different strategies might succeed. The system facilitates meaningful interactions between you and your clients that lead to smart, informed decisions and integration with Client Care Desktop.