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Capita launches latest version of Client Care Desktop

Capita Financial Software has launched the latest version of its client management system Client Care Desktop.

Version 4 of the software is now integrated with Portavista and Portal Builder and manages the whole sales process from the first point of contact through sales, compliance and administration and remuneration.

It features quotation engines, product research and financial planning tools.

Capita managing director Matt Humphrey says: “This system brings a fully e-enabled solution delivering the Capita Enabler proposition to advisers’ desktops and pushes the industry towards greater efficiencies, cost savings, automation and fulfilling compliance requirements.”


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