Many of the developments have been in response
to requests from existing users, some addressing
the changing needs of their businesses and
clients, others responding to the changing
environment in which they work. However,
all represent an ongoing commitment by Capita
Financial Software (Quay) to create solutions
that meet the needs of the client.
The CCD pricing structure has been reviewed
and Capita Financial Software (Quay) are
pleased to advise that from CCD v4.0 the
basic package (per user) has been enhanced
and will include some additional modules.
Enhanced basic
package
- Client Care Desktop
- Fact find (optional)
- Corporate (optional)
- Quay Document Management (optional)
- Financial Express Price Feed
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)
Click
here for details
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
Click
here for details
The details above represent a sample of
the range of developments included in CCD
v4.0. These features are designed to enhance
the use of the system within a business
and ensure that not only is the maximum
benefit derived in the short term, but that
firms can also plan for the future secure
in the knowledge that their technology will
continue to evolve in harmony with their
needs.
Please see our CCD
v4.0 Features and Modifications guide
for more details on the new features and
system modifications.
If you are interested in upgrading to CCD
v4.0, please read on for further information
and details on how to request your upgrade.
Hardware, Software and
Configuration Requirements
There are specific requirements regarding
the hardware and software required to run
CCD v4.0 which are important, and if your
system does not meet the required specification
CCD v4.0 may not function correctly.
For full details of the recommended minimum
specification for your Servers and Workstations
please click
here
CCD v4.0 supports two configurations; CCD
Solo for all single user installations and
CCD Server/Workstation for all multi-user
installations. If you are currently on a
Peer to Peer/Workgroup set up, you will
need to upgrade to the CCD Server/Workstation
configuration.
There are two types of licences available
for the CCD v4.0 Server/Workstation configuration:
- Concurrent licence – required
for each user that needs simultaneous
access to CCD v4.0. Typically, you will
need one licence for each user that regularly
accesses CCD v4.0.
- Guest licence – required for any
additional workstations that require CCD
v4.0 Workstation to be installed, above
the number of Concurrent licences purchased.
This type of licence is available at a
very heavily discounted rate compared
to a Concurrent licence.
The total number of licences purchased
(Concurrent plus Guest licences) must be
equal to the total number of machines on
which CCD Workstation is installed. The
CCD system will prevent the total number
of users, who are logged onto the system
simultaneously, from exceeding the total
number of Concurrent licences purchased.
For example, if there are 10 users that
need to use CCD but there are 12 machines
from which they wish to access CCD –
then you will require 10 Concurrent licences
and 2 Guest licences.
Adviser Desktop is not available as part
of the CCD v4.0 release. Adviser Desktop
will continue to be a product supported
by our Customer Support Team for clients
who wish to remain on an earlier release
of CCD. You may wish to consider VPN access
as an alternative for remote access.
Training
To support your upgrade to CCD v4.0, a
short training session has been created
to guide your staff through the major changes
and ensure the transition is as smooth as
possible.
Attendance for all is strongly recommended
and it will be necessary for at least one
member of staff to attend.
The training will take the form of a one
hour online session at a charge of £150
+ VAT, which will be suitable for up to
a maximum of four people. If you would prefer
a face to face group training session at
your site, this can be booked for an additional
charge. Bookings will be taken on a first
come first served basis, so please book
early to avoid delay. Please contact our
Training Team for further information:
Email: Training@quaysoftware.co.uk
Telephone: 01279
756086
For full details of the agenda please click
here
If you are taking a new option as part
of the enhanced basic package for CCD v4.0
it will be necessary for a minimum of one
member of staff to be trained on the new
option.
Upgrade requests
To request further information, together
with confirmation of the new pricing structure,
please complete the
Enquiry Form and return to the Client
Care Team:
Email: clientcare@quaysoftware.co.uk
Fax: 01279
659748
Once the Enquiry Form has been received
the relevant documentation, including a
new tender, will be issued within 5 working
days. To proceed with the upgrade please
return the Order Form attached with the
tender.
For further information on how CCD v4.0
can support your business, please contact
our Sales Department on
01279
756080 or send an email
to: sales@quaysoftware.co.uk
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Case
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