Compare Systems for IFAs

The following table is an attempt to compare the features of some of the leading IFA software systems as at May 1st 2008. Be aware that the ticks and crosses in this table may not accurately reflect these questionnaires, but rather represent Durell’s best endeavours to interpret them in a summary form. Wherever the answer was not clearly “Yes” or “No” we have shown a “?” to indicate that you should refer to the original questionnaire. To do so, please click the name at the top of each column.

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Features

Intelliflo JCS Plum Quay Durell 1st Software Bluecoat CCL
Client Records  
Does the system hold details for clients, prospects and product providers Y Y Y Y Y Y Y Y
Does the system hold details for suppliers (e.g. stationery) Y Y Y Y Y Y Y N
Does the system hold details for associated addresses (e.g. solicitors) Y Y Y Y Y Y Y Y
Factfind 
Is the fact find entirely user-definable N N ? Y Y Y ? Y
Does the system include customisable data fields N N Y ? Y Y ? Y
Can fact finds be viewed and updated via an Internet browser Y Y Y Y ? Y ? Y
Does the system retain historic fact finds Y Y Y Y Y Y ? Y
Is a mortgage fact find included Y Y Y Y Y Y Y Y
Investments 
Does system include an investment portfolio manager Y Y Y Y Y Y Y Y
Can investments be re-valued via on-line contract enquiry Y Y Y Y Y Y Y Y
Can investment unit prices be updated in bulk via a data feed (e.g. Fin Express) ? Y Y Y Y Y Y Y
Does system allow for fund switching between contracts Y Y Y Y Y Y Y Y
After a fund switch can the historic fund data be retained Y N Y Y Y Y Y Y
Does system automatically allocate transactions for regular premiums Y Y N Y Y Y ? Y
Does system automatically allocate transactions for regular income withdrawals Y N N Y Y Y Y Y
Can the system create graphs showing comparative fund performance ? N N ? Y ? ? N
Can the system list funds under management by sector Y Y Y ? Y Y Y N
Documents 
Can the system populate Word templates with data Y Y Y Y Y Y Y Y
Can the system populate spreadsheets with client and policy data Y N Y Y Y Y ? Y
Does it include a viewer per client for all letters Y Y Y ? Y Y Y Y
Does it include a viewer per client for all spreadsheets Y Y Y ? Y Y Y Y
Does it include a viewer per client for all scanned images and pdf files Y Y Y ? Y Y Y Y
Does it include a viewer per client for all emails Y Y Y ? Y Y Y Y
Can emails be saved in the viewer direct from Outlook N Y Y Y Y Y Y Y
Can emails be issued directly from the system Y Y Y Y Y Y Y Y
Can email-shots be issued directly from the system Y Y Y Y Y Y Y Y
Can paper mail-shots be issued directly from the system Y Y Y Y Y Y Y Y
Can images be scanned directly into a client’s document viewer Y Y Y ? Y ? Y Y
Accounting 
Does the system include initial commission tracking Y Y Y Y Y Y Y Y
Can the system generate drip/renewal commission records for tracking Y Y Y Y Y Y Y N
Does the system include a Purchase Ledger for all the intermediary’s expenses N N N ? Y N ? N
Can the system produce a Trial Balance accounts report N N N ? Y N ? N
Can the system show all fees and commission earned per client Y Y Y Y Y Y Y Y
Does the system included fee timers (with click-start and click-off) N Y Y Y Y Y ? Y
Can the system collate timed fees into monthly invoices per client Y N Y Y Y Y Y N
Does the system create and track pay-away commissions to advisers Y Y Y Y Y Y Y Y
Diaries 
Does the system include a diary per user Y Y Y ? Y ? Y ?
Can users view and edit each others’ diaries Y Y Y Y Y ? Y ?
Do the diaries include pop-up reminders with snooze facility N N N ? Y ? Y ?
Does the system include pop-up messages between users N N N N Y ? Y ?
Does the diary include a task list with pop-up reminders and snooze facility ? ? N ? Y ? Y ?
Financial Planners 
Does the system include a planner for pensions ? Y Y Y Y ? Y Y
Does the system include a planner for inheritance Tax ? ? Y Y Y ? ? Y
Does the system include a planner for life cover ? ? Y Y Y ? Y Y
Does the system include a planner for mortgages ? ? Y Y Y ? ? Y
Compliance 
Does the system include a complaints register with associated reports Y Y Y Y Y Y Y N
Does the system allow for all actions taken to be recorded per client and policy Y Y Y Y Y Y Y Y
Does the system record dates of all compliance events with associated reports Y Y Y Y Y Y Y Y
   

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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