Tech Review: Quay Financial Planning

Over the last couple of years we have written about many new systems that have entered the market. These have often boasted about having a complete range of end-to-end functionality and modern user interfaces. We have tried to analyse the truth behind the marketing and focus on where they can deliver real value to advisers’ working practices. The launch of new systems keeps the market innovating and moving forward, so competitive pressure is to be encouraged. However, creating a truly holistic system with a commercially robust business model and a track record of delivery with integratio...