A suite of industry leading software

Over 20,000 advisers use one or more of our specialist software tools. The Enabler strategy is to lead the industry towards a fully integrated client and business management software solution. Our customers' preference at the present time is to have access to a full suite of separate software products and services, though demonstrating increasing levels of integration.

As the industry evolves in terms of its adoption of technology, the Enabler tools that form the foundation of advisers' business processes are becoming more and more relevant.

As a suite, the Enabler desktop is capable of 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