Client Care Desktop new release v4.0
New integrations include:
- Portavista, the new trading platform from Bankhall and Capita
- Portal Builder, web communication tool
- ATEB Suitability, the suitability letter writing tool powered by Intelledox (coming soon)
Additional new features include:
- Improved Security
- Vista compatibility
- Improved Virtual Private Network (VPN) capability
- Extended commission split functionality
- Shortened Fact find
- Enhanced charting and reporting ability
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