Durell - Online Valuation service

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The benefits to you will be..

You save time as data is inputted directly into your Durell system, so no need to re-key

The process is much quicker and more efficient than paper valuations, or visiting the provider’s website, so again you save time

Valuations can be obtained at any time of the day or night

You will need...

A Durell Solution program (e.g. "Financial Adviser") to provide the source data

A broadband Internet connection

To register with each of the product providers you require

To follow the set-up process in your Durell system as stated in the help manual (found under the heading ‘Online Contract Enquiry for Investment Valuations’)

Want more information?

	Call us on 01823 326324 (Sales) or 01823 334142 (Support)
	Email us: sales@durell.co.uk
	Use our online contact form
	Download a FREE trial copy of our system. It's fully functional and includes a free 1 hour system overview with one of our experienced sales team.

Once your fund names have been matched (n.b. just once per fund) with the names used by the providers, at the click of a button you can obtain the current funds, number of units, price, value and currency for the selected policy or contract. Switched-out funds are cleared and replaced, and any new funds are automatically created. This information can be used for various reports and activities within your Durell system, including:

portfolio valuations

fund listings

net worth

inheritance tax analysis

mailshotting

policy summaries

business management information

pensions summaries and reporting

We currently offer online contract enquiry with the following product providers:

To start using this service you must first register with each of the product providers from whom you need valuations. It is important to note that each provider has their own requirements, some needing a username and password (which may or may not be the same one used to log in to the provider’s website) and others needing a Unipass certificate.

Please note if using a Unipass certificate, you will need one for each person who will be using the online valuation service. The good news is that these certificates only need to be set-up once, and the yearly renewal is easy to do. Unipass is an initiative developed by Origo services and certificates can be obtained free of charge from www.unipass.co.uk. In addition, some providers such as Cofunds have their own type of digital certificate (theirs can be obtained by emailing integration@cofunds.co.uk). Therefore we recommend you contact each provider to clarify how you access their online valuation service (i.e. whether they need certificates, or a username and a password, or whether your current details for accessing their extranet will be sufficient).

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.