Web-based valuations
Durell’s “Financial Adviser” and “Mortgage Manager” products both include Investment Portfolio Management software that allows for instant on-line valuations via Internet links to key investment companies like Cofunds, Transact, Norwich Union, Prudential, Zurich, Clerical Medical, Standard Life, etc. Of course these valuations can be printed periodically and sent to your clients by post, but instead you may now choose to publish them on your website (n.b. with password protection) so you can save time and postage costs while also giving your clients up-to-date values.
The benefits to you will be..
Your clients can check their valuations and order new “buys” and “Sells” by email
You’ll save the time and cost of printing and posting portfolio valuations
You’ll be able to provide your clients with up-to-date valuations
You can choose to charge a fee for this service
Your clients will view your website more frequently, hence noticing any special offers, etc
You will need...
A Durell Solution (e.g. Financial Adviser) to provide the source data
...and in order to display it on your website you’ll also require...
A Durell “On-Line Service” (costs £250+VAT with £25+VAT per month servicing charge)
A suitable website on which to host the “On-Line Service” (if you don’t have one Click Here)
A broadband Internet connection to regularly update your on-line data
View Demonstration log-in as 'Smith' with the password 'Hello'
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© Durell Software Ltd 2008 | Designed and Managed by Durell
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 Software Ltd 2008 | Designed and Managed by Durell
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