
Our unique compliance module has been further enhanced to
take account of the changing FSA reporting requirements, including
reports to complete the Retail Mediation Activities Return
(RMAR).
As well as focussing a great deal of attention in developing
the back office capability of CCD, Version 3.3 sees the launch
of Adviser Desktop. This allows advisers to break free of
the constraints of a wholly "online" service to
carry their client data with them wherever they go. Data is
downloaded from and uploaded to CCD every time an adviser
connects to their head office via a local area network or
the Internet.
We have developed our own Document management tool, as well
as integrating CCD with INVU and Watermark, affording our
clients a broad choice in document management solutions. Enforms
2 gives you the ability to submit business and allows you
to send and receive documentation utilising the new document
management tool.
The fact find area has been streamlined to ensure continuity
throughout this module. You now have the ability to complete
the full fact find or create your own fact find by selecting
the specific areas you wish to address, such as mortgages
and protection. A Cash flow forecaster is now available within
the fact find, which provides excellent reporting capabilities
for your clients. In addition, a new mortgage report can be
produced showing the different type of mortgage payments available,
along with extra features such as showing the effects of mortgage
overpayments.
Our Contract Enquiry service has been extended to include
an increased number of product providers and fund supermarkets.
We have introduced an array of new integration partners,
extending the capability of CCD dramatically. These include
Aequos Online, Dynamic Planner and eMoneyfacts Integration.
As well as developing CCD, the Quay Modular Website has also
been enhanced to better support the changing IFA business
model. The Internet offers some fabulous ways of allowing
clients to self serve. The Online Client Service Centre has
been extended to include full policy valuations, schedules
and fund fact sheets.
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