The Future

The use of technology within the financial services industry has expanded greatly over the last few years and an increase in the number of IFAs who used computes when dealing with clients has prompted CCL to develop more sale-orientated modules that assist clients in making decisions about their financial future.

We are already planning future enhancements to the system in line with requests from users and from listening to prospective users at our regular seminars. Seeing as many IFAs as we do during a year, the company is fully aware of the needs of the industry - and is set to respond.

CCL has recognised that everyone has different needs. However, what most IFAs want are simple systems that don’t cost a fortune and are flexible in the way they operate.

We collaborate and link to many complementary systems such as Synaptics, Defaqto, INVU and Deposit-It with more under discussion including Cofunds, Skandia, Fidelity and Assureweb.

Data flows freely between all CCL programs and into several external systems such as the above.

This multi-faceted modular system allows IFAs to select the program sectors that best suit their needs and then "plug them together" to produce the "ideal" system for them. Additional modules required can be added at any time. There is no additional charge for the connection of external products.

This co-operation between software houses has revolutionised the IFA software market by offering a total solution to the needs of today's Independent Financial Adviser.