Client Care Desktop

Client Care Desktop (CCD) is the latest and, we believe, the most competent client management system available today. It has been built with the benefit of over a decade of software development experience. It is highly scalable and remarkably easy to use, making it ideal for networks, national firms, sole traders and small, local firms.

The system offers IFAs comprehensive functionality to support the entire business process, from the very first point of contact with a prospective client, through the advisory and client care processes and on to manage administration, compliance and commissions.

With automated testing of business written for completion, automated identification of high risk cases and automated selection of files for review, CCD helps you manage risk and maximise efficiency.

CCD’s many other features will also help you to manage group schemes and open up new business opportunities in the corporate market and manage mortgage-linked sales such as protection plus dedicated support for products such as buy-to-let, equity release and more.