Group scheme import wizard
 Managing
group schemes is demanding, time consuming and often involves
the faithful replication of data from paper to computer system
in order to create analysis and reports for corporate clients
and for scheme members.
However, using the Client Care Desktop group scheme plug-in,
data can be passed electronically between the Product Provider,
Employer and Scheme administrator.
View
the Group Scheme Import wizard now
 Morningstar
integration available as a 15 day free trial
Morningstar’s Portfolio X-Ray (illustrated) offers
analysis based on each fund’s holdings including Asset
Allocation, Stock Sector, Geographical splits, Fees and Expenses,
as well as the degree of stock overlap.
Our integration means that the client’s portfolio within
CCD can be passed electronically into Morningstar to avoid
any data re-entry.
View
the Morningstar integration now
Automated valuations
Automated valuations offer considerable timesavings but only
when the Providers are able to respond electronically to valuation
requests generated by Client Care Desktop. Sign up procedures
are frustratingly non-standard amongst the Providers and with
some providers quite complex.
We are currently creating a sign-up guide detailing the preparation
required to run contract enquiry effectively. Please contact
us at customercare@quaysoftware.co.uk
if you would like a copy. |
