Research and third party integrations are found in two areas of CCD. In Clients > Holdings > Enquiry > Research and in the Fact Find > Analysis > Research.
When using the third party integrations, basic client information is pulled through from CCD such as – ‘Client Name’, ‘Address’, ‘Gender’ and ‘Date of Birth’.
With some integrations additional fund information will also be pulled through from CCD for analysis.
Once you have registered with your chosen research/quotation provider, you will need to enter your username and password in CCD. These are mainly recorded against individual staff records in the Setup module.
The second area where passwords are stored, is in the Technical section of the Setup module.
Once you have registered with the research/quotation provider, one click enables you to navigate away from CCD to the provider site, open up the research/quotation engine and with your username and password pre-populate the basic client information.
Once your research is complete, it will be possible to save this back into CCD. For those of you who have a Document Management system, the documents can be saved against the client or the holding, once it has been set up. For those who don’t have a document management system, it is possible to save the research documents to a Work or Task, using the ‘Document linked’ field.
The Integrations currently available are:-
For information and support regarding eMoneyfacts, please contact Moneyfacts Group plc on 0870 2250 100
For information and support regarding Synaptic, please contact Capita Financial Software on 0800 783 4477
For information and support regarding Avelo Exchange, please contact enquiries on 08450 531111
For information and support regarding Webline, please contact Capita Financial Software on 0800 783 4477
For information and support regarding Assureweb, please contact General Enquiries on 0870 458 4561
For information and support regarding Paymentshield’s Inertia software, please contact Paymentshield on 08000 32 22 12
For information and support regarding Defaqto, please contact Customer Support on 01844 295544
For more information and support regarding Prestwood’s Truth software, please contact Prestwood on 01384 273736
For information and support regarding Financial Express, contact 020 7534 7600
For information and support regarding Dynamic Planner, please contact Distribution Technology on 0844 850 1780
Links can also be found to providers extranet sites, again providing one click access. User names and passwords for the extranet sites are entered on each individual provider’s record in the Setup module.
Extranets can then be accessed from two areas of CCD:-
- The ‘Research’ tab of an enquiry, in the Holdings section
- The ‘Submission’ tab of a Holding.