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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.”

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