Introduction Guided Tour Customer Services What is CGT?

Customer Services

As the UK’s leading provider of investment software, Updata prides itself upon offering first class customer service.

We understand that when customers buy Portfolio Professional, many are making a lifetime decision and appreciate our consistent support and assistance.

Portfolio Professional customers receive courtesy phone calls throughout the year, and Updata organise User Events to keep in touch.

Updata are committed to refining and improving this service, please write to customer services if you would like to tell us about your experiences with Updata.

Updata FairShares Sales at Your Service
Weighing up all the considerations when buying or upgrading your system often needs a helping hand.

Updata FairShares Set up Team
The set up team will guide you through installation and get you up and running as quickly as possible.

Updata FairShares Helpdesk
Open from 9am to 5.00pm.
Our team of trained technicians have the experience to solve any difficulties that you may have.