The Contract Enquiry is now available for the Standard Life Wrap. The CCD 4.2 user guide provides full details of the new service.
A new download option allows you to import the asset allocation information on funds. Financial Express update the asset allocation details at the beginning of each month and provide asset allocation, top 10 companies, geographical splits and sector splits where available.
Synaptic Comparator is a wealth management solution for professionals and the first module in Capita Financial Software's new online suite of integrated services for advisers. Currently, basic client information can be exported from CCD to Synaptic Comparator. The data will be extended with future releases of the comparator tool.
If you are using the Prestwood tool, Truth, a new link will allow you to output client, holding and fund information, which can be imported into the Prestwood Truth solution.
A new section within the retirement planning area of the fact find allows you to record the options required by the client 'at retirement'. This section will be included as part of the Retirement planning area.
There have been a number of enhancements made to the EDI area, which include improvements to the matching process, reducing exceptions and allowing creation of bulk renewals and new commission records within the EDI area.
New wizards have been included to allow you to identify clients who have not utilised all of the ISA allowance for the current tax year and find clients who have contributed over a specifiable limit into a pension plan.
The tax tables have been extended to include the ISA limits and additional tax bands.
The installer and all external compenents have been updated to operate within 64-bit windows operating systems.
CCD 4.2 is written in a newer version of the Filemaker software, version 11 This offers some technical development advantages over previous versions, as well as benefiting from being updated to fix some known issues within previous versions. The Filemaker menu will now appear at the top of your screen rather than to the left.
If you are interested in this product, please contact sales on 0800 783 4477
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