Testimonials

"always willing to listen" Nicholas Tyler - Chief Executive, NHFA Ltd a member of the HSBC group in Oxford Over the years Durell have become established as a key business partner for NHFA. NHFA has been a Durell user since 1996. We had four users when we first had the system installed. We now have 109 users so our requirements have grown substantially over the years. As it would appear with all software and hardware we have had some problems and issues along the way. However we have always been able to rely on Durell to come up with the answers we have needed. They have been able to adapt our systems to enable us to obtain the most efficient usage. Durell are always willing to listen to our changing strategies and needs and where necessary have been able to develop the software to meet our needs. They have also provided us with the comfort of a very understanding helpdesk which has proved invaluable during periods of rapid growth and change. "Durell gives us the flexibility to succeed" Tim Ames - Director, Cathedral Financial Management in Exeter. We have been users of the Durell system for 15 Years. Their progressive and forwarding thinking approach is clearly demonstrated by this new key feature to the software. Most IFAs do not want their hands tied by a third party when establishing their business model. Durell gives us the flexibility to succeed in the post RDR environment. "We’ve seen a number of benefits in using Durell" Sharon Nicolsen - Operations Director, HomeCall+ in Blackburn We’ve seen a number of benefits in using Durell; the system is user friendly, the Support Team are always helpful and any bespoke work required has always been accommodated, with suggestions / improvements being made to the original request. "the transition wasn’t as painful as anticipated!" Sheila Sleet - Senior Administrator, Safetrend Limited trading as The Professional Connection in Plymouth We have been users of the Durell package since September 2006, and were interested in inputting our company accounts onto the Durell accounting system. A member of the support team came to our offices to explain the initial process of inputting the data and the transition wasn’t as painful as anticipated! Help was always available if needed and we also used their online training sessions to learn more about the reporting systems within the accounts software. These sessions are excellent and very convenient as you can train whilst at your desk. "I am certain that I would not have received that sort of treatment from your competitors" Dermot Brannigan - IFA, Dermot Brannigan - Independent Financial Advisor in Swindon I am very pleased that Durell and Financial have got together, I chose you both to provide me with specific services as I believed you both share similar core values, beliefs and ethics, as I do. I am more than happy to 'spread the word' about Durell, and have already emailed Paul Platten offering myself as a point of reference for any AR's wishing to find out if the system is any good or not. One thing I must say is how impressed I have been with the contact I have had with your company. Everyone I have spoken to has been more than helpful, and I am certain that I would not have received that sort of treatment from your competitors - many of whom wanted to charge me more money for the privilege! "easy to learn and understand" Andy Stevens - Personal Lines Manager, H V Amos Insurance Consultants in Willenhall I'm the Office Manager for HV Amos where I have 11 staff working on personal lines and commercial insurance. We switched from Mysis to Durell two years ago and I can honestly say the transition went ahead without any problems what-so-ever. The system itself is one of the best systems I have used; easy to learn and understand, and all the screens are laid out in a logical order. "designed with the IFA in mind!" Karen Homer - Director, Premier Financial Solutions Ltd in Harrogate At last an IFA database which is actually designed with the IFA in mind! And believe me I have looked at a few! It is a thoroughly well-thought out, cleverly designed database. Not overcomplicated like so many other systems I have used and therefore requires minimal training. It just does exactly what you need it to do; supreme functionality without the fuss and frills at a fraction of the cost. This is coupled with an excellent backup support team, who know their system inside out where nothing is ever too much trouble, something definitely to be cherished in this day and age! I would be happy to speak to anyone who was thinking of using it as I cannot praise it highly enough. "most generous charges for the magnificent work" Charles Mascarenhas - Director, Masbro Insurance in Gibraltar I am indebted to you for the care and attention you have provided and for your most generous charges for the magnificent work you have carried out in enhancing our system to meet the requirements of the new motor insurance carrier. It has been an eye opener for us to find how much Durell can do... "The benefit of the Weblink has exceeded our initial expectations" Gary Lindop - Managing Director, Coventry Money Centre Ltd With the advent of RDR we were very much aware of the need to streamline our business processes to reduce costs and generally provide a more efficient service to our clients. We were not quite sure how clients would react to receiving less paper and accessing information online, so we initially contacted a range of clients for feedback on our proposals. Over 80% of those contacted (including many retired clients) gave a very favourable response, so this was a great incentive to get our Durell Weblink underway.

We have been delighted with the help and guidance provided by Durell and in particular Dan, in setting up the service. They listened to our requirements and always did their best to accommodate any tweaks and adjustments specific to our business model. In addition to the standard Weblink modules (factfind, instant valuations, policy details, secure messaging etc), they also incorporated a separate bespoke section in our Weblink for a specific range of clients, in line with our own design remit.

The benefit of the Weblink has exceeded our initial expectations. In addition to reducing our paper, postage and printing costs, it is also saving us time. Less time completing factfinds, less clients making phonecalls for valuations, less time collating paperwork and reports.

Being able to introduce different Weblink modules on a gradual basis (rather than all at once) has been an added bonus. This has enabled us to adjust our processes gradually, rather than having to undertake a major overhaul of our systems in one go. This has also allowed us to promote each addition of a separate Weblink module to our clients as a further improvement to our range of services.

Changing from a paper based approach to an online service does involve a shift in working practices, but it is well worth the effort and we have no hesitation in recommending the Weblink to other Durell users. "we have found Durell’s Contract Enquiry and new daily Financial Express price feed to be excellent " Russell Cooper, RMC Wealth Management LLP We have always found producing valuations to be a time consuming process and securing electronic links to some investment and insurance companies still seems to be problematic. However, we have found Durell’s Contract Enquiry and new daily Financial Express price feed to be excellent and they have proved invaluable in keeping our records, and therefore our clients, up to date quickly, easily and at realistic cost. As usual Durell are very approachable and happy to listen with regard to teething problems and/or suggestions for improvement. We now have a success record of around 94%. Excellent value for money. "Durell's client facing package has exceeded both mine and my client’s expectations. " Duncan Hall, Duncan Hall FPS Ltd I was looking to provide my clients with an on-line service available 24/7. After looking at a number of different providers, I decided to use Durell's client facing package and it has exceeded both mine and my client’s expectations.

Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.

Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports Durell's Life & General software is a combined back office paperless office system for advisers / brokers. It includes client information and accounts software with paperless office software for both financial advisers and general brokers. It is a paperless office software package with software for advisers and brokers, or a paperless office system for advisers / brokers. Also known as a CRM system with EDI, it is a combined System for IFAs and General Insurance Brokers and includes software for IFAs and Insurance Broker. Durell is Back Office Software with Insurance quotes. It is also IFA Software, which is software for Financial Advisers, also known as Back Office System for IFAs, CRM system for IFAs, Financial Adviser Software, IFA paperless office, IFA software, Financial adviser client software or IFA client database software. It includes fee timer software with retainers, which is ideal for RDR. Durell's "General Broker" software is EDI Software with a General insurance client database and paperless database for general brokers. It can be considered as Insurance software, General insurance software, General broker paperless office system, General Insurance Software with EDI, Software for Insurance Brokers, Back Office Software for Insurance Brokers, Insurance Broker Software or Software Solutions for Insurance Brokers.