Great technology sets your business apart from the rest. We build innovative technology solutions for high-quality financial organisations, accessed through a single hub. Our philosophy is based on the principles of security, quality and simplicity, with a tightly integrated software ecosystem that drives efficiency and automation across your entire business.
Alongside our pioneering range of financial software, consultancy and training services, we draw on years of industry experience to deliver high-quality solutions that meet the evolving needs of the modern financial organisation and your clients.
Our process starts by getting to know you and your business. We undertake a full discovery process to ensure we understand how you operate from a “People, Process and Technology” perspective. We work with you to identify and quantify efficiencies and new opportunities that our technology can give you. We do this without requiring any financial commitment or contractual obligations.
We build a programme of work delivered by our in-house team of business and technology experts. The core service has an intelligent user interface that is designed for end-to-end wealth management. Our design and engagement process works to ensure you retain complete control at all times.
Above all, any system built by Creative Technologies must fulfil our key principles of security, simplicity, deep integration, system intelligence, and maximum scope for automation.
Wealth Platform is an end-client portal that provides flexibility and agility so that information and insight can be delivered in an engaging way to your clients.
Wealth Platform is designed and built to provide exceptional user experiences, as clients become more confident in using the web and mobile devices to access and manage their wealth.
Using cutting-edge technologies, Wealth Platform integrates with all Creative Technologies’ solutions to provide a holistic wealth management framework for practices and your clients.
CTSuite combines our applications into a single web-enabled hub. One secure, intelligent sign-on enables you to access our applications and tailored services.
Tel: 01403 334488