View more on these topics

Durell Software launches new fact find system

Back office software provider Durrell Software is offering brokers a free fact find system.

The facility is available to users of its financial adviser and mortgage manager packages.

The firm says the system is a “green initiative”, reducing the need for fact finding trips and saving paper.

It says the layout of the fact find system is fully customisable and can be displayed on a local system and on an adviser’s own website.

Established in 1983, Durrell Software began life producing computer games but switched to cater for the IFA market in 1990.

It says around 1,000 advisers currently use its software, including client and policy databases and an investment portfolio manager with online valuations.

Managing director Robert White says: “It’s great to be able to give our users something that can increase their selling time while also helping the planet.”

Recommended

The efficient frontier spirit

The importance of risk profiling and asset allocation to financial advisers has grown considerably in recent years. This is due in no small part to the decline in guaranteed products – particularly with-profits, which historically combined the benefits of equity investment and safety.This ability for investors to have their cake and eat it meant that […]

Panic button

Every now and then I find myself on the receiving end of a tidal wave of emails from readers keen to correct any wrong points made in one of my columns.

Guide cover

Guide: how to… communicate with your pension members

Effective communication of your pension scheme is a large part of getting auto-enrolment right. Delivering the same message to all employees is not necessarily the way to go. To assist you with the communication of your pension scheme, we have provided some key areas to think about, such as:

  • What to consider when segmenting your workforce
  • How to communicate to pension scheme members at the right time in their member lifecycle
  • What topics you should be discussing with your pension members
  • The new pension freedoms and the importance of communicating them

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com