Quay Client Care Desktop

CCD’s fact find facility offers:

  • A full financial planning fact find, supported by a range of focussed fact finds for areas such as mortgages, retirement, investment and protection planning. Common information carries across from one fact find to another.
  • Production of individual planning reports or full Personal Financial Review (PFR) illustrated with graphs where appropriate.
  • Integration with a range of additional third party tools, including Webline for quotations, Synaptic for product research, Financial Express, Morningstar, I-trak and Dynamic Planner, Trigold
  • Integration with product provider extranets via Unipass security allowing advisers to only have access to their own clients.

Functionality for managing group schemes includes:

  • Recording staff records including salary histories
  • Recording group pension schemes including Defined Benefit, Defined Contribution, GPP, Stakeholder, EPP, SSAS and SIPP
  • Recording group protection schemes including income
  • Protection, Death in Service/Group Life, Critical Illness, Private Medical Insurance and Directors' Share Protection
  • Ability to define multiple categories of benefits against each scheme
  • Wide range of reports including membership schedules, benefit statements and valuations
  • Wizard for adding new employees and scheme members
  • Left employment wizard
  • Bulk import of scheme information using XML, CSV or Excel templates
  • Bulk import of payroll information to update salary records and add new staff members

The mortgage management features include:

  • Support for mortgage packagers
  • Integration with mortgage sourcing packages
  • Simple checklists guide users through FSA compliant processes
  • User definable tracking sets (task groups)
  • Introducer management (case updates, commission splits etc.)
  • Applicant contact information including multiple addresses
  • Focused FSA compliant mortgage/lending fact find
  • Record any adverse credit history and loan information
  • Record lender and schemes terms
  • Record linked products such as life assurance, buildings and contents cover plus ASU
  • Record rental income
  • Record professional and personal contact information
  • Review prompts for many events such as fixed rate expiry