In addition to the existing integrations with tools such as research software and quotation engines, the evolving market environment has seen an increasing development of platforms, such as Bankhall’s Portavista.

Portavista provides tools for portfolio balancing and online valuations and CCD v4.0 pre-populates Portavista with client and asset information to ensure firms achieve the maximum benefit without the need to continually re-key data. Powering the platform is Capita Enabler architecture, which gives advisers access to a trading platform for buying, selling and switching.

The launch of Portavista will offer the adviser:

• Access to multiple investment wrappers giving you choice of product and provider
• Independent online trading capability direct to, or within, certain wrappers (facilitated by a client trading cash account)
• An aggregated view of client assets
• Access to discretionary fund manager portfolios based on compliance sanctioned attitude to risk definitions
• Access to an extensive fund universe for self selection
• Free Risk Assessment and Asset allocation tool, to work with or without the model portfolio scenarios

www.portavista.co.uk

Your web site is often the first place that clients and potential clients will visit to learn about your business.

Portal Builder has been designed to enable you to build and maintain a website which can be used by all levels of employee’s within a business. It is easy to use and keep updated with all relevant information.

It allows information to be pulled in from CCD, so that your advisers are able to view information that will be of use to them and their businesses.

However, not all firms require, or indeed want, all staff to have access to all areas of the system, e.g. only for new business submission and pipeline/commission tracking.

For Advisers working remotely, including Appointed Representatives, we have developed an alternative to CCD through the CCD v4.0 integration with Capita Financial Software’s new Portal Builder product, offering Advisers the ability to submit business via their Portal Builder intranet. The information downloaded creates an equivalent new business record within CCD. In addition, CCD v4.0 can upload information on outstanding enquiries, pipeline business and commissions directly to the Portal, allowing Advisers to monitor, analyse and download their data in a range of formats, without the need for access to CCD.

Portal Builder Pipeline Tracking Facility

Portal Builder Commission Reporting

ATEB Suitability is an intelligent suitability letter generator, designed to offer Financial Advisers a simple, yet comprehensive tool to help streamline their advice process. ATEB Suitability has been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, to offer a fresh approach to the production of suitability letters which are both comprehensive and personalised.

CCD v4.0 integrates with ATEB Suitability, allowing you to populate your suitability letter without the need for duplication of inputting data. The ATEB Suitability integration can populate many fields, which include details of the Adviser, Provider and Product along with more personal details of the client where applicable such as age, marital status and existing commitments.

For further information on ATEB Suitability or to request a demonstration, please contact our Sales Team:

Telephone: 01279 756080
Email: sales@quaysoftware.co.uk