http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/Default.aspx An articles RSS feed from the EfficionConsulting Articles Module for DNN. en-us Administrator Account Administrator Account Fri, 10 Sep 2010 09:56:00 GMT EfficionConsulting Articles Module (www.efficionconsulting.com) Copyright 2010, Capita Financial Software Following the FSA discussion paper and thematic review on platform recommendation, Capita Financial Software is pleased to announce the launch of the new platform selection and due diligence service, Synaptic Comparator. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/29/Default.aspx SuperUser Account Thu, 08 Jul 2010 00:00:00 GMT Capita Financial Software (Capita) today announced the addition of AXA’s Protection Account to the Webline portal’s new menu based product range – already supported by Bright Grey. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/28/Default.aspx SuperUser Account Wed, 30 Jun 2010 00:00:00 GMT Capita Financial Software (Capita) has today announced its new online platform comparison service, ‘Synaptic Comparator’, will launch with the support of 16 leading fund supermarkets and wrap platforms. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/27/Default.aspx SuperUser Account Wed, 30 Jun 2010 00:00:00 GMT Capita Financial Software (Capita) and The Platforum, supported by leading distributors and platforms, today announced a series of free adviser briefings to unveil the industry’s first comprehensive platform comparison service.  http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/26/Default.aspx SuperUser Account Fri, 11 Jun 2010 00:00:00 GMT Capita Financial Software has today announced the launch of Client Care Desktop version 4.1. This provides a number of new features and enhancements, designed to both improve functionality and address the developing requirements of financial advisers. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/25/Default.aspx SuperUser Account Wed, 12 May 2010 00:00:00 GMT Capita Financial Software is delighted to announce a new partnership with Mortgage27. The new system can offer brokers a cost effective branded online mortgage sourcing system as a plug in through their own website. SuperUser Account Wed, 05 May 2010 00:00:00 GMT Capita Financial Software is delighted to announce a partnership with Mortgage 27, a new addition to their Partners Club. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/24/Default.aspx SuperUser Account Wed, 05 May 2010 00:00:00 GMT Capita Financial Software is delighted to announce a partnership with Mortgage 27, a new addition to their Partners Club. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/23/Default.aspx SuperUser Account Wed, 05 May 2010 00:00:00 GMT Capita Financial Software (CFS) today announced the launch of a new laptop and external media encryption service through Gecko Security, a new addition to the CFS Partners Club. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/21/Default.aspx SuperUser Account Wed, 28 Apr 2010 00:00:00 GMT Capita Financial Software (CFS) today announced the launch of a new laptop and external media encryption service through Gecko Security, a new addition to the CFS Partners Club. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/20/Default.aspx SuperUser Account Wed, 28 Apr 2010 00:00:00 GMT The 2009 report, which looked at more than 10,000 searches made by independent financial advisers (IFAs), compared data from the same period in 2008 and found the market remains highly competitive with some marked changes in IFA behaviour, signalling how quickly products need to adapt to keep up with market needs. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/19/Default.aspx SuperUser Account Wed, 28 Apr 2010 00:00:00 GMT Capita Financial Software would like to announce the release of CCD V 4.1. This release provides a wealth of enhancements and new features, designed to improve existing functionality and address the requirements of our users. For further information click here SuperUser Account Sun, 18 Apr 2010 00:00:00 GMT Capita Financial Software today announced it has developed a new quotation service for Split Cover Life and Critical Illness policies. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/17/Default.aspx SuperUser Account Wed, 24 Feb 2010 00:00:00 GMT Capita Financial Software (CFS) is delighted to announce the launch of their new website; a compelling web presence bringing together the Quay, Synaptic and Webline product suites. The new site was built in-house utilising the CFS Portal Builder product and is a showcase for this adviser firm website (public, extranet or intranet) solution. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/16/Default.aspx SuperUser Account Mon, 15 Feb 2010 00:00:00 GMT Capita Financial Software’s Webline portal has been chosen by Partnership Assurance to provide quotation facilities to Advisers on its enhanced annuity product. The total number of annuity providers available through the portal is now 10. Partnership Assurance offers annuities for people with ill health and caters for clients with a wide variety of conditions, from relatively minor such as hypertension, to more serious such as heart failure, stroke, diabetes, kidney failure and cancer. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/15/Default.aspx SuperUser Account Wed, 03 Feb 2010 00:00:00 GMT The Platforum and Capita Financial Software (CFS) have today announced they will be working together on a new tool designed to help financial advisers select platforms for specific scenarios, conduct ongoing due diligence and make sure that their choices are suitable for their clients. The tool’s requirements have been developed with input from many focus groups, including financial advisers and platform providers. The FSA has also been consulted during this process. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/14/Default.aspx SuperUser Account Mon, 25 Jan 2010 00:00:00 GMT Capita Financial Software is delighted to launch a new version of its Synaptic Research software. The new version features major improvements to its protection modules, which now incorporate real time quotations and the ability to apply online. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/13/Default.aspx SuperUser Account Thu, 14 Jan 2010 00:00:00 GMT We are pleased to advise that all Capita Financial Software sites are open following the recent weather conditions and its business as normal. We will keep you up dated should the situation change over the next few days. SuperUser Account Thu, 07 Jan 2010 00:00:00 GMT Due to the severe weather conditions our office is temporarily closed, but our staff, where possible, are working remotely and will be picking up voicemail messages and emails We are providing emergency support cover for critical issues such as system failure, licensing issues and critical business processes on 07766 887908 For non critical support calls, queries regarding Accounts, Sales enquiries, Client Care or Training, please call 01279 756060 and leave a voicemail for the relevant department who will come back to you as soon as possible. SuperUser Account Wed, 06 Jan 2010 00:00:00 GMT Capita Financial Software has today announced the launch of Business Term Protection through the Webline quotation and e-apply portal. This provides a number of new features and enhancements, designed to both improve coverage and address the developing requirements of financial advisers. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/9/Default.aspx SuperUser Account Thu, 26 Nov 2009 00:00:00 GMT Capita Financial Software has launched an exclusive deal with Tech Link. This new service offers access to a full library of technical information and interpretation on all the key issues surrounding personal and corporate tax, UK and offshore investments, protection, corporate and business markets and trusts. If you would like to learn more visit our Media section on this website. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/8/Default.aspx SuperUser Account Thu, 26 Nov 2009 00:00:00 GMT Synaptic have added a menu based protection area to their research suite, which enables advisers to compare products offering different elements of life and health cover. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/11/Default.aspx SuperUser Account Thu, 05 Nov 2009 00:00:00 GMT Capita Financial Software has today announced the launch of Client Care Desktop version 4.0.1. This provides a number of new features and enhancements, designed to both improve functionality and address the developing requirements of financial advisers.  http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/7/Default.aspx SuperUser Account Thu, 01 Oct 2009 00:00:00 GMT Capita Financial Software’s research arm, Synaptic, has launched a new area of Synaptic Product Research (SPR) which enables advisers to research and recommend locum cover insurance products, designed to cover costs associated with absence for medical professionals. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/6/Default.aspx SuperUser Account Tue, 01 Sep 2009 00:00:00 GMT Capita Financial Software’s research arm, Synaptic, will now feature Rayner Spencer Mills (RSM) fund ratings and opinion within its online Synaptic Research application, as standard. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/4/Default.aspx SuperUser Account Sat, 01 Aug 2009 00:00:00 GMT Capita and Bankhall have agreed to make Capita Financial Software’s Synaptic product and fund research tool available to Bankhall members at preferential rates. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/5/Default.aspx SuperUser Account Sat, 01 Aug 2009 00:00:00 GMT A new, private medical insurance quotation service which gives financial advisers and their clients independent, whole of market advice is now available to Webline users. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/3/Default.aspx SuperUser Account Mon, 01 Jun 2009 00:00:00 GMT Withdrawal options were one of the most commonly sought features by investors buying bonds in 2008, according to a new report published by Capita Financial Software. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/1/Default.aspx SuperUser Account Fri, 01 May 2009 00:00:00 GMT Blueprint has today concluded the roll out of an 18 month vision with Capita Financial Software and third-party providers to deliver an end to end, compliant sales process for its members. This innovation will enable Blueprint’s advisers to harness a seamless business process provided by an integrated suite of ‘best of breed’ adviser tools and services, including Capita Financial Software’s Client Care Desktop, the product and fund research tools provided by Synaptic and the Portavista platform - the first implementation of Capita Enabler: a multi provider; multi wrapper; open architecture fund trading platform. Sesame Direct’s recommended product and fund panels have been fully integrated into Synaptic for Blueprint; saving advisers time and providing joined up reports. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/2/Default.aspx SuperUser Account Wed, 01 Apr 2009 00:00:00 GMT Most financial advisers (93 per cent) spend less than 15 hours per week actually face to face with clients - according to results from a recent survey of independent financial advisers, financial planners, mortgage brokers and wealth managers. http://www.capitafinancialsoftware.co.uk/Media/Pressreleases/tabid/236/ctl/Details/mid/686/ItemID/0/Default.aspx SuperUser Account Sun, 01 Feb 2009 00:00:00 GMT