The use of technology within the financial services industry has
expanded greatly over the last few years and an increase in the number
of IFAs who used computes when dealing with clients has prompted
CCL to develop more sale-orientated modules that assist clients in
making decisions about their financial future.
We are already planning future enhancements to the system in line
with requests from users and from listening to prospective users
at our regular seminars. Seeing as many IFAs as we do during a year,
the company is fully aware of the needs of the industry - and is
set to respond.
CCL has recognised that everyone has different
needs. However, what most IFAs want are simple systems that don’t
cost a fortune and are flexible in the way they operate.
We collaborate and link to many complementary
systems such as Synaptics,
Defaqto, INVU and Deposit-It with more under discussion including
Cofunds, Skandia, Fidelity and Assureweb.
Data flows freely between all CCL programs and into several external
systems such as the above.
This multi-faceted modular system allows
IFAs to select the program sectors that best suit their needs and
then "plug them together" to
produce the "ideal" system for them. Additional modules
required can be added at any time. There is no additional charge
for the connection of external products.
This co-operation between software houses has revolutionised the
IFA software market by offering a total solution to the needs of
today's Independent Financial Adviser.