We pioneered the UK’s first fully integrated web-based compliance and practice management system in the UK. This core tool “Enable”, now provides full practice management, CRM, consolidated valuations, client reviews and reporting. It offers integrated fund data as well as adviser and client-facing tools such as risk-profiling and cash flow modelling with an intelligent user interface designed for end-to-end wealth management.
Fully optimised for mobile and tablet, “Wealth Platform” provides a consolidated view of a clients’ wealth, irrespective of wrapper type and provider – whether advised or self-managed. Clients can manage their own data, securely, and in real time.
With links to over a hundred providers and platforms, and secure communication between clients and advisers, Wealth Platform brings the potential to service a greater range of clients than face-to-face advice alone. With clients demanding more online, Wealth Platform allows them to access and manage their aggregated wealth at any time, on any device.
Technology sets great businesses apart from the rest. Our applications are combined into a tightly integrated software ecosystem with one secure, intelligent sign-on; giving you access to systems that share the same live data and empowering you to deliver your clients’ financial goals.