Enabler is an exciting new technology and services proposition for intermediaries and IFAs.

Capita recognizes the importance of the IFA in Retail Financial Services. Our much publicised Enabler Programme is a strategy which specifically addresses the industry’s need for increased access to IFA distribution via a multi-channel straight through processing platform.

Enabler facilitates the aggregation of a broad range of assets and presents them in a single view to the desktop of the intermediary, with the ability to ‘trade straight through’ multiple asset classes.

The Enabler proposition was first conceived of in 2005, resulting in the purchase by Capita of several best of breed software businesses, proven in their long term commitment to intermediaries and financial advisers. These companies, which include Quay Software, Synaptic Systems, Webline and BDML Connect, have been evolved to complement each other and, for the first time, to provide a viable overall technology solution.

Adoption of these software tools will provide an organic path for adviser firms to gain significant efficiencies within their businesses and help them build value into their businesses for the long term.

The Enabler toolkit is a comprehensive suite of best of breed software, already proven in the marketplace. The vast majority of advisers will already use one or more Enabler solutions.

Enabler adviser capability

The Enabler toolset comprises state of the art integrated client and business management software, performing the following functions:

• Needs analysis
• Product and fund research
• Quotations
• New business
• Tracking
• Document management

The toolset offers:

• Seamlessly integrated research
• Document management capability
• An auditable compliance trail from enquiry through to the issue of policy documents to the client
• Automated portfolio valuations from many of the leading providers and fund management groups
• Electronic commission receipt and reconciliation

Our principles are foremost:

• Aggregated view of data (once only input)
• Integrated processes, including ability to trade straight through multiple asset classes
• Ease of use by even the most technology adverse adviser