Financial adviser
solutions

Durell gives Financial Intermediaries & IFAs the tools to manage your clients' life policies and investment portfolios from pre-sale to ongoing review.

Intro

Administer portfolios efficiently
with Durell's financial adviser solutions

Administer portfolios efficiently with Durell's financial adviser solutions

Investment Management
Extensive investment portfolio management with contract enquiry for real-time valuations, daily fund prices from Financial Express and easy to produce, attractive client valuations. Make use of Durell's comprehensive built-in fund analysis or go further in-depth using Durell's integration with the advanced tools of FE Analytics.

With the schemes platform add-on you can allow your clients to see their valuations online, with an optional portfolio analysis tool highlighting fund allocation and changing values over time.
Commission Download
With Durell you can automatically reconcile comission & fees by downloading statements from providers directly into the Accounts.
Reporting
Management Information such as Submitted Business, Adviser Persistency and Policy KPIs.

RMAR reporting including Section K easily proves you comply with RDR
Life Policies
Dedicated personal and group policy administration screens for life, mortgage and pension policies. Policies are displayed in an easy to navigate list with user-definable columns and grouping and the ability to filter easily by client and type of business.
Fact Finds
Fully configurable Fact Find: add your own questions, fonts, colours, logo etc. Create multiple pages or multiple Fact Finds (for example, add a second Fact Find to cover attitude to risk).

Be truly paperless with the schemes platform add-on, by allowing your clients to view and edit their Fact Find when they log on to your client portal.
Compliance
Compliance audit trail including Fact Find and suitability checklists, anti-money laundering verification and user-definable key document disclosure.

Aggregators using the API to show our brokers' products:

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Contact us to discuss your requirements today

See what our customers say about us

High Quality & Prestigious Brands

Rated 4.9 of 5

Durell have been our broking platform provider since BQI were established in 2006. It's a fantastic product with great flexibility. Whenever we need anything the whole Team at Durell are on hand to respond quickly and professionally.

Their business remains the perfect size to ensure they have more than sufficient resource whilst allowing you to speak to the right person every time. The recent development of CFS and web based modules is of particular interest and keeps things cutting edge. Highly recommended product backed by decent, knowledgeable people.

Sean Quinn
BQI Group, Owner & Director

By far and away the best Software company I have dealt with to date. Always there when you need them, often outside office hours! They really care about understanding your business and getting it right. Probably the most refreshing point is that they talk English and not 'tech talk' which makes the whole process that much easier. Would highly recommend.

Nigel Hawkes
Director of Operations Topsail Insurance

Durell have provided us with a highly cost-effective and rapid route to market to offer best-in-class customer journeys and products tailored to our customer base. We’ve been continually impressed at all stages of the product development lifecycle, as well as Durell being highly supportive of our day to day operations.

They’ve been exceptionally flexible with regard to changes to all aspects of each product's configuration, and have provided strong support levels (evenings/weekends/etc) throughout. Working with Durell has felt like a true partnership - and we look forward to building on this relationship over the coming years.

Benjamin Wigoder
Head Of Financial Services at Utility Warehouse
Read more testimonials here
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