Durell Features

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Of all the IFA administration packages Durell has the longest established accounting and fees system, which includes…

Two Fee Timers per user - one for on-going work, such as report writing, and a second one for interruptions, such as phone calls. When the second is activated the first automatically stops, and vice versa. All fee work is recorded in the Durell Fee Diary, which at the end of the month will generate itemised invoices per client.
Retainers can be setup to receive agreed monthly fees, and regular payments setup to pay on-going bills, such as for rent, rates, direct debits and HP instalments. Durell’s automated features allow hundreds of such regular payments each month to be fully processed through its accounts system in just minutes.
In many instances you will need to take payment for your advice at the point of sale. Issuing invoices will just cause cashflow headaches and problems with debt collection. Durell includes the ability to accept immediate payment by credit card, via RBS WorldPay, which is quick, simple and safe.
Once your company’s fee income exceeds £70,000 you will need to register for VAT - and this applies to your turnover, not your profit. On the plus side this will also allow you to claim back the VAT charged, for example on advertising and IT. Durell’s integrated accounts have been used to automate the quarterly VAT calculations by numerous companies over the last ten years.

You will also need to offer some kind of visible benefit to encourage your clients to pay fees for the advice they previously perceived as being included free…

You can use Durell’s new secure web-link to display your clients’ information on-line. This runs from a client log-in button on your website, which takes them to their own page that can be tailored with your logo and colours to match the rest of your website. Data is displayed in real-time and portfolio valuations can be done immediately on demand. You can setup the web-link for all of your clients, or just segments of them, and charge fees accordingly. The following aspects can optionally be displayed…

For more information about our Web-link system, please Click Here

RDR will also require you to look afresh at your cost effectiveness. The monthly cost of Durell’s back office admin system is one of the lowest in the industry, particularly when you consider it includes a paperless office facility, a full accounting package, multi-user diaries, financial planners and user-definable fact finds. Also...

Durell’s web-based fact finds will allow you to review existing clients and capture new prospective data without the need for time-consuming visits to the client’s home.

Durell’s link with Webline for life insurance and protection quotes not only allows you greater productivity (by pre-populating the questionnaire, then retaining the quotes for quick and simple take-up) but also reduces costs, as this service will be provided free of charge to users taking up 36 or more pieces of business per year.
Durell’s new contract enquiry system for on-line valuations allows you to choose either to have a quick and simple solution, or to retain a full transaction history for your high net worth clients. Our new link with Financial Express also provides a fall-back for any contracts that fail to re-value via their investment providers.

Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.

Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports Durell's Life & General software is a combined back office paperless office system for advisers / brokers. It includes client information and accounts software with paperless office software for both financial advisers and general brokers. It is a paperless office software package with software for advisers and brokers, or a paperless office system for advisers / brokers. Also known as a CRM system with EDI, it is a combined System for IFAs and General Insurance Brokers and includes software for IFAs and Insurance Broker. Durell is Back Office Software with Insurance quotes. It is also IFA Software, which is software for Financial Advisers, also known as Back Office System for IFAs, CRM system for IFAs, Financial Adviser Software, IFA paperless office, IFA software, Financial adviser client software or IFA client database software. It includes fee timer software with retainers, which is ideal for RDR. Durell's "General Broker" software is EDI Software with a General insurance client database and paperless database for general brokers. It can be considered as Insurance software, General insurance software, General broker paperless office system, General Insurance Software with EDI, Software for Insurance Brokers, Back Office Software for Insurance Brokers, Insurance Broker Software or Software Solutions for Insurance Brokers.