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Technology and software for financial advisers

Capita Financial Software Ltd (CFSL) was created in January 2008 to support financial advisers in their deployment of technology and software, and to assist them as they seek to evolve their business models.

In doing so, Capita is able to enhance the value of its offering to Product Providers as a 3rd party outsourcing partner, and promote the take up of its Enabler platform technology.

Properties owned and currently under development by CFSL include Quay Software (back and front office software), Synaptic Systems (product and fund research) and Webline (the UK's fastest growing quote and e-sub portal).

Industry leading products and services offered by CFSL include Quay Software's Client Care Desktop and Modular Website, Synaptic online research, mychoice (web based home insurance proposition), suites of MI data, and advanced technological consultancy.

Over 30,000 advisers use CFSL’s products or services within their day to day business processes. Capita is committed to providing the infrastructure and the software to help advisers improve the integrated processes within their businesses as well as assist in moving towards fee paying advice and recurring income streams where possible.

Our solutions enable advisers to Treat Customers Fairly in the most profitable and compliant manner, making CFSL the 'platform of choice'

Quay SoftwareSynapticWeblineCapita EnablerMy Choice Insurance