Overview

Client

Care Desktop from Capita Financial Software is the most comprehensive client management system in the market today. 

Client Care Desktop has been developed over the last 10 years by working alongside the country’s leading financial advisers, compliance consultants and support staff.

Client Care Desktop is highly scalable and is used by many of the leading networks and national firms. The system offers comprehensive functionality designed to support the entire business process from the very first point of contact with a prospective client, through the advisory and client care processes and on to manage administration, compliance and commissions.