Client Advice Management Solution
Software - a specialised advice management system for vulnerable clients. We were only able to identify one solution that met essential requirements.
Buyer
DERBY HOMES LIMITED
Value
£129,742
Published
25 Sept 2023
Closes
25 Sept 2023
Procurement details
Source
Find a Tender
Region
Derby
Procurement method
Limited
Category
Goods
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
48441000
Financial analysis software package
Lots
Lot 1 Client Advice Management Solution
£129,742
A Client Advice Management solution - a specialised advice management system for vulnerable clients, with a financial assessment tool in line with the Financial Conduct Authority (FCA) requirements for understanding clients' needs and circumstances. It must be capable of producing a Financial Statement which meets the requirements of the FCA with an inbuilt...
Delivery: Derby
Documents
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