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Once considered a “nice-to-have”, integrated technology is now critical to the future success of high-quality financial planning and wealth management firms in the UK.
We build innovative solutions for forward-looking organisations; combining practice management, business management, client portal and platform, all accessed through a single hub and all sharing the same live data.
Our mission is to deliver measurable value by combining the technology elements normally spread across multiple providers into one; streamlining processes, simplifying operations and freeing up time for financial advisers to focus on their clients.
Technology sets great businesses apart from the rest.
Our philosophy is based on the principles of security, quality and simplicity, with a tightly integrated software ecosystem that drives efficiency and automation across entire financial planning businesses.
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 modern financial organisations and their clients.
Our team is built around people that embody our principles of quality, value and client service. Our highly trained and talented team of designers, developers, product owners and project managers work hand-in-hand to create revolutionary products that connect and empower the clients we collaborate with.
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For new sales enquiries, please call 01403 334411
For all other enquiries, please call 01403 334455