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12th May 2013
DA Phillips has been servicing the SIPP and SSAS market for over 25 years. They pride themselves on offering the widest possible investment opportunities for those seeking flexibility and control in their retirement planning.
The company had reached a point where their existing illustration system could not support the business. A market investigation for a new illustrations system was not required. DA Phillips was already knowledgeable of and was confident CTC could handle their requirements for pre-retirement and drawdown illustrations.
DA Phillips confirmed their choice through a demonstration of Elements and was impressed with the ease of use of the system.
Elements being web based meant that DA Phillips did not need to install any software. Within a week of signing up for the service they could commence use accessing the service over the internet.
A two hour training session through a web conference was sufficient for lead users in DA Phillips to start using the service and initiate the internal roll out. The intention is then to provide access directly to advisers so they can generate their own illustrations. DA Phillips can control access to the service so advisers can view and generate illustrations for their clients alone.