Integrated Tool
What does it do?
Webline
Online, live quotations and applications
Synaptic
Product focussed research
Client Care Hub
Consumer facing website providing access to portfolio valuations and factfind information.
Financial Express
Fund prices
Financial Express Analytics
Fund research and analysis
Financial Express Fund Factsheets
Detailed fund information
Contract Enquiry
Live valuations from all the major product providers
EDI commission reconciliation
Electronic commission statements and automater reconciliation from the major product providers.
Dynamic Planner
Lifetime financial planning and modelling
Aeqous Engage
eMoneyFacts
Product research
The Exchange
Paymentshield
Mortgage and general insurance sourcing
Trigold
Mortgage sourcing
Assureweb
Group Scheme Import
Import spreadsheets into Client Care Desktop to set-up your group schemes within seconds.
Openwork Trading Platform
Integration with the Openwork Trading platform.
INVU
Document Management System
CabiNet
If you are interested in this product, please contact sales on 02476 839721
Capita Financial Software is a trading name of Capita Financial Software Ltd. Registered office and registered number as above. Part of Capita plc. © 2009 Capita plc. All rights reserved