Significant enhancements have been made to the Contract Enquiry process within CCD v4.1 to ensure that Provider valuations update, rather than replace, details held in CCD against a client contract. Where Providers supply industry recognised Fund codes (such as SEDOL or MEXID) this occurs automatically, otherwise the user can perform a one-time mapping of the Provider fund to a Financial Express fund.
The Fact find has been enhanced to allow individual sections of the Fact find to be selected for viewing, printing or PDF output. This can be applied to both the Full and Short Fact finds and can either be set as a company default, or on an individual client basis.
The new group transfer wizard provides the facility to import data that will allow you to record single premium transfers into an existing scheme. Additional group scheme enhancements will enable New Business and Compliance checklists to be administered more efficiently.
A range of improvements including the capability to export marketing mailshots to a Microsoft Word template, a prospect list allowing easier initial client contact and new configurable options around commission reconciliation.
This new feature allows commission to be ‘held back’ on a holding which is in the process of being file checked within the Compliance Module. It allows you to issue a statement to the adviser excluding the suppressed commission amount.
For Openwork members, a new integration is available for the Openwork Business Platform (OBP) application. This allows the population of data in OBP with data from CCD, as well as the capability for CCD to receive notifications of New Business placed on OBP.
If you are interested in this product, please contact sales on 02476 839721
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