Quai Administration Services Ltd

ISA/GIA Wrapper Administration

Established in 2011, Quai Administration Services Limited provides a range of solutions to its clients including outsourced services to regulated companies to administer their savings and investment products. 

Quai prides itself in simplifying complex administration processes; providing fast, powerful technology to clients to promote customer engagement. 

Opportunity

Quai, based in Peterborough, provide administration services to wealth managers using their proprietary dealing system. One of their clients wanted to build out wrappers over the dealing service for ISAs and GIA.

Solution

Established in 2011, Quai Administration Services Limited provides a range of solutions to its clients including outsourced services to regulated companies to administer their savings and investment products. 

Quai prides itself in simplifying complex administration processes; providing fast, powerful technology to clients to promote customer engagement. 

Elements was chosen for speed of implementation and flexibility of product support, The solution was live within six months including the integration to the dealing system.

Outcome

Quai also chose Elements so they could readily extend their proposition to clients wishing to support other wrappers including SIPPs. They now expect to take on new clients in the same time-frame as the original implementation for whichever product proposition their clients want to launch.

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