Current plans include:

Autumn 2011

• additional providers enabled for Contract Enquiry – including Aegon, and Canada Life. we are also taking to Zurich / Sterling, LV=, Scottish Life, and Clerical Medical

• NEW Corporate / Group module providing all of the same general facilities as the Individual system – e.g. letter writing, document management, reminders, etc – but with company specific database fields and fact find, import of members details, etc

Winter / Spring 2012

• additional providers enabled for Contract Enquiry

• Timer facility enhanced pre-RDR to provide ability to define charging rates, and produce client fee invoices