Many of the developments have been in response to requests from existing users, some addressing the changing needs of their businesses and clients, others responding to the changing environment in which they work. However, all represent an ongoing commitment by Capita Financial Software to create solutions that meet the needs of the client.

The CCD pricing structure has been reviewed and Capita Financial Software are pleased to advise that from CCD v4.0 the basic package (per user) has been enhanced and will include some additional modules.

Enhanced basic package

• Client Care Desktop
• Fact find (optional)
• Corporate (optional)
• Quay Document Management (optional)
• Financial Express Price Feed

New integrations include:

• Portavista, the new trading platform from Bankhall and Capita
• Portal Builder, web communication tool
• ATEB Suitability, the suitability letter writing tool powered by Intelledox (coming soon)

Click here for details

Additional new features include:

• Improved Security
• Vista compatibility
• Improved Virtual Private Network (VPN) capability
• Extended commission split functionality
• Shortened Fact find
• Enhanced charting and reporting ability

Click here for details

The details above represent a sample of the range of developments included in CCD v4.0. These features are designed to enhance the use of the system within a business and ensure that not only is the maximum benefit derived in the short term, but that firms can also plan for the future secure in the knowledge that their technology will continue to evolve in harmony with their needs.

Please see our CCD v4.0 Features and Modifications guide for more details on the new features and system modifications.

If you are interested in upgrading to CCD v4.0, please read on for further information and details on how to request your upgrade.

Hardware, Software and Configuration Requirements

There are specific requirements regarding the hardware and software required to run CCD v4.0 which are important, and if your system does not meet the required specification CCD v4.0 may not function correctly.

For full details of the recommended minimum specification for your Servers and Workstations please click here

CCD v4.0 supports two configurations; CCD Solo for all single user installations and CCD Server/Workstation for all multi-user installations. If you are currently on a Peer to Peer/Workgroup set up, you will need to upgrade to the CCD Server/Workstation configuration.

There are two types of licences available for the CCD v4.0 Server/Workstation configuration:

• Concurrent licence – required for each user that needs simultaneous access to CCD v4.0. Typically, you will need one licence for each user that regularly accesses CCD v4.0.
• Guest licence – required for any additional workstations that require CCD v4.0 Workstation to be installed, above the number of Concurrent licences purchased. This type of licence is available at a very heavily discounted rate compared to a Concurrent licence.

The total number of licences purchased (Concurrent plus Guest licences) must be equal to the total number of machines on which CCD Workstation is installed. The CCD system will prevent the total number of users, who are logged onto the system simultaneously, from exceeding the total number of Concurrent licences purchased.

For example, if there are 10 users that need to use CCD but there are 12 machines from which they wish to access CCD – then you will require 10 Concurrent licences and 2 Guest licences.

Adviser Desktop is not available as part of the CCD v4.0 release. Adviser Desktop will continue to be a product supported by our Customer Support Team for clients who wish to remain on an earlier release of CCD. You may wish to consider VPN access as an alternative for remote access.

Training

To support your upgrade to CCD v4.0, a short training session has been created to guide your staff through the major changes and ensure the transition is as smooth as possible.

Attendance for all is strongly recommended and it will be necessary for at least one member of staff to attend.

The training will take the form of a one hour online session at a charge of £150 + VAT, which will be suitable for up to a maximum of four people. If you would prefer a face to face group training session at your site, this can be booked for an additional charge. Bookings will be taken on a first come first served basis, so please book early to avoid delay. Please contact our Training Team for further information:

Email: Training@quaysoftware.co.uk

Telephone: 01279 756086

For full details of the agenda please click here

If you are taking a new option as part of the enhanced basic package for CCD v4.0 it will be necessary for a minimum of one member of staff to be trained on the new option.

Upgrade requests

To request further information, together with confirmation of the new pricing structure, please complete the Enquiry Form and return to the Client Care Team:

Email: clientcare@quaysoftware.co.uk

Fax: 01279 659748

Once the Enquiry Form has been received the relevant documentation, including a new tender, will be issued within 5 working days. To proceed with the upgrade please return the Order Form attached with the tender.

For further information on how CCD v4.0 can support your business, please contact our Sales Department on 01279 756080.