Client Care Desktop has been developed from the latest technology and has been designed from scratch to contain the depth of functionality that today's financial advisers, planners, principals and compliance staff demand BUT, without compromising on ease of use.

The system is comprehensive but simple to operate
Although we have made the system easy to use, using intelligent screen technology we have sacrificed nothing in the way of functionality. From a simple term assurance policy to the most complex Self Invested Personal Pension, Client Care Desktop has the depth of functionality that will suit the most sophisticated user.

Intelligent screens mean that operators will use the system fully
The system uses "intelligent screens". This means that users are only ever presented with screens that are specific to their user status, the type of client they are working on, the type of product being viewed or the particular task in hand. That makes all the difference to the actual users of the software. And that will make all the difference to you as the system will be used fully.

Single data entry supports the entire business process without duplication of effort
CCD supports the entire business process from lead generation to commission / fee reconciliation and settlement.

The system integrates with a number best of breed applications (such as quotation engines, product research and financial planning) and electronically updates valuations and commissions data from leading Product Providers plus MS Office products (Word and Excel).

CCD is a central, integrated component within the Quay product suite and exchanges data electronically with Modular Website, Web Builder and Enforms.

Operates “straight from the box”, with minimal set-up
CCD comes pre-configured with a comprehensive and pre-coded Product Provider and Products database.

CCD comes with a FREE Financial Express daily feed.

CCD comes pre-configured with over 100 standard administration tasks and tracker sets (which users can amend, supplement and remove to suit)

New features added regularly and FREE upgrades
Software should not remain static. User requirements of the software change just as the industry within which the software operates changes and at Quay we recognise that. Our developments are driven by our technology vision and our vision is to provide the most powerful but useable software available.

"I have seen the product transformed into what I consider to be the best client management system on the market". John Watts Mayfield Financial Planning