About Capita Financial Software

Capita recognises the central role financial advisers play in the distribution of financial products and services*. The technology that has historically been employed by advisers in the running of their businesses has traditionally been supplied piecemeal.

The pressure from regulation, coupled with the need to drive profitability and service clients ever more effectively means that adviser firms must make better use of what technology has to offer if they are to flourish.

Capita Financial Software was created in January 2008 out of various companies acquired as part of the Enabler programme, initiated in 2005.

Enabler is a vision to transform adviser businesses by linking them more effectively to distribution, and create additional value for these businesses. Its principles include moving towards fee paying advice from commission only, building recurring income through funds under management, and developing effective service based customer proposition.

CFSL provides a timely opportunity for adviser firms to adopt a path of improvement within their businesses with a company truly committed to their long term success, with demonstrably, the most effective capability in the market place.