Financial Express and Quay Software announce integration

Financial Express, the UK's leading fund data and analysis provider, and Quay Software Solutions, part of the Capita Group Plc, today announce the integration of Financial Express Analytics and Quay's Client Care Desktop version 3.3.3 (CCD 3.3.3)*. For the first time, Quay Software clients will be able to upload client fund portfolios to perform a variety of fund research and analysis scenarios at a click of a button.

Analytics, the UK's premier web based fund analysis package, offers time and money saving functions that enable advisers to access client portfolios and fund performance research and analysis. For example, Analytics includes live performance data, fund filters, and the most timely and comprehensive factsheet database. The factsheets can also be used as the underlying source for client portfolio composition reports.

Using Analytics' live scatter charts intermediaries will be able to establish a fund's risk versus its performance, which combined with a range of descriptive ratios and performance charts can help build client recommendations.

Key benefits of Financial Express Analytics:

§  it is delivered over the internet, enabling access anytime, anywhere

§  there is no need for desktop or network installation, maintenance or software, enabling advisers to redeploy or relieve IT resources

§  it is easy to navigate, despite the depth of data and the range of sophisticated tools

§  it is automatically updated daily – no more downloads or CD updates!

§  it is the most up to date source of fund performance and factsheet data in the UK

§  it dynamically links fund data to external reports and factsheets

Paul Wynne, Financial Express Head of Marketing and Communication, says: “The integration between Analytics, the fastest growing analysis package for financial advisers, and CCD, the easiest to use back office system, proves how powerful web based software can be. Advisers will truly be able to offer exceptional client service, and vastly improve their in-house research capabilities, by selecting products that are able to actively integrate, as Analytics and CCD now do. It is a breakthrough that we are proud to be part of.”

Mitchell Philpott, Chairman of Quay Software Solutions Ltd, says: “Quay Software has always believed in integrating with best of breed suppliers and we are delighted to integrate with Financial Express Analytics to offer our clients such a superior fund analyses tool. Analytics will provide a gateway to a vast array of data to help advisers to scan the market, choose the right funds and take advantage of a whole range of analytical tools that will facilitate fund selection. Not only this, but through the integration with our back office system, clients will not have to re-key data. Further, integration with our document management capability will provide an audit trail to client care and compliance.”

* Upgrade to CCD 3.3.3. is free for all Quay Software Ltd customers.