The latest version includes a number of enhancements including contract enquiry support for the Standard Life wrap and extended fund asset allocation data provided by Financial Express.
Capita Financial Software’s Product Director, William Watling, commented:
“In addition to a number of functionality enhancements, the latest version of CCD enables integration with Truth Software and our own platform due diligence tool, Synaptic Comparator. The update represents a significant development of our CRM.”
Many of the new features are in response to specific user requests addressing the changing needs of their businesses and clients.
Capita has also added to the ‘marketing wizard’ functionality within the system, which allows advisers to quickly and easily identify a subset of clients to send relevant communications and encourage new business levels.
Watling continued:
“With the back-drop of the Retail Distribution Review, many advisers are assessing the suitability of the systems they have in place. We are delighted to launch the new version of Client Care Desktop and feel that this will provide advisers with a stable and intuitive system to help them prepare for the RDR”.
The new version of Client Care Desktop is available now and free online or face-to-face demonstrations are available.
