Plumb
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Benefits
and Features:
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Electronic
fact find
•
Commission
tracking and reconciliation
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Client
data base
•
Quotation
system
•
Pensions
& Tax analysis
•
Additional
modules to suit
•
Technical
support
•
Extensive
reporting and letter writing options
•
Group
schemes management & administrations
•
Easy
compliance checks |
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Software Solutions
The
Software Solutions that we provide
are fully supported by a strong technical team
and full training can be provided in order to
enhance your investment into the software. We
believe it is important that you can utilise the
product to its full potential.
Plumb
and CCL are our two
main suppliers of software to the financial services
market.
Both of these suppliers are excellent, each with
their own features and benefits, some of which
are listed to the left.
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Recommendations
We
recommend that you consider all cost
implications and the level of support and commitment
the software provider can supply to you.
Please
note that your computer should have a hardware
specification of no less than 128mb ram and
a minimum of a Pentium 600mhz or equivalent.
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