Spectrum Financial Services is always looking for ways to improve and enhance our working relationship with every client. We are very conscious of the increasingly busy lives that people lead and the growing pressure on available time to deal with every priority.
With the above in mind, we are delighted to announce the launch of new software that will save precious time and give every client full control and access to the information held by Spectrum on their personal and business finances.
By downloading the software from the link below, you will be able to supply key information in your own time and in a user friendly format. The software will automatically save the information you include and give you the flexibility to stop and return to complete the process at a time that suits you.
When you send the information into Spectrum the confidential data is supplied in an encrypted format that means only Spectrum experts can read it and you have peace of mind. Additionally, when your Spectrum specialist receives your secure e-mail, he or she can add other important details and return it to you for further updates if necessary. No fuss, no complicated forms and no need for lots of meetings when all you want to do is relax!
It really is that simple.
The instructions for installing the client review software are listed below. When you have read these, click on the download link and away you go.
http://www.ccl-uk.com/downloads/Client_Review_Setup.exe
- After a few seconds, a dialogue box will appear asking if you would like to “Run” the file or “Save” it to disk.
- Select the “Save” option and choose where you would like to store the installation program.
- Please make a note of the location as this will be needed later.
- Once you have selected the location, the file will download.
- When the download is complete you simply need to locate the file on your hard disk and run it.
- The installation procedure will then start.
- Follow the on-screen instructions to complete the installation.
- The Client Review icon should now be placed on your computer’s desktop.
- When you first run the Client Review program, you will see a helpful advice page which can be printed.
Authorised & Regulated by the Financial Services Authority
