Financial Adviser

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 CFS 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.

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. Use the integration with Webline for comparative quotes and electronic applications for all manner of Life and Protection products, including Multi-Benefit. Webline also facilitates Annuity quotations, including Enhanced Annuities.

Commission Download

With Durell you can automatically reconcile commission & 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.

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 CFS 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.