Partners club

Our partners

Welcome to Capita Financial Software Partners Club.

Third party deals for Capita customers

At Capita Financial Software, our strategy is to partner with best of breed suppliers to cut out the costs of duplicated data entry. Our business partners include both technology integrators and service suppliers. From marketing campaigns for generating interest from new prospects to the valuation of assets for a long-standing client, technology has an important and valuable role to play.

However, not all activities are supported by any one technology supplier and that can lead to inefficiency if the same data has to be re-entered. Given the specialist and involved nature of requirements such as the generation of comparative quotations, product research, compliance and commission reconciliation, it is unlikely that one technology company will ever support the entire spectrum of activities from a single software application. What is important then is that technology companies collaborate to share data and integrate applications seamlessly and do what they are best at.

Therefore, Capita has negotiated special deals for customers with a number of suppliers to add value to your operations.

Suitability letters from ATEB suitability

ATEB suitability is an intelligent wizard based suitability letter generator, designed to offer financial advisers a simple yet comprehensive tool to help streamline their advice process.

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Techlink

Techlink Interactive delivers a comprehensive technical library, daily bulletins providing news and analysis, multimedia learning and professional development toolsclient and professional newsletters and more...

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Mortgage27

Mortgage27 designs and develops innovative mortgage sourcing solutions.With a very experienced team of web designers, IT developers and management, we have the technical expertise to deliver a range of IT solutions to enhance your business model.

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