View Demonstration


log-in as 'Smith' with the password 'Hello'

The key benefits to you will be..

You can choose to charge a fee for this service/s

Your clients will view your website more frequently, hence noticing any special offers, etc

Create a 'One-Stop-Shop' for all of your clients’ insurance & investment needs

You will need...

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

A Durell 'On-Line Service' (costs £250 +VAT with £27.50 +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

 

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.

Online 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.



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

Online Factfinds

All Durell Solutions include customisable fact finds where you can add pictures and logos and edit every item of data, including the prompts and titles - right down to the fonts and colours - to create your own unique questionnaires. Every system is supplied with an example full fact find plus another specifically for mortgages. You can use these straight out of the box or choose to edit them - or if that seems too daunting, for a small fee Durell can do it for you. Not only is it possible to print the end result in exactly the same format, but also this same layout can immediately be published on your website.



Clients can review and update previous fact finds without the need for face-to-face visits

Prospects can complete their initial fact finds on line – ideal for mortgage work

Saves you travel time and costs while proving your green credentials

Fact finds can be redesigned to match your company’s corporate look