Advisers are at the centre of everything we do.
Efficiency, consistency and simplicity, combined with first-class service and a joined-up software ecosystem with a single-data source are key to delivering the measurable benefits modern financial planning firms demand.
And because our solutions are developed with adviser feedback at their heart, it isn't complicated.
Our technology is proprietary, with the single aim of making your life easier, so you can spend more time with your clients.
We help you manage risk. Whether this is from regulation, technology, investment strategy or building a smooth succession plan for your clients, we can help.
Our reputation, built over almost 30 years, is for quality over quantity. This allows us to put the financial planning and wealth management firms we work with first. Leaving you to focus on what you do best; building your business and looking after your clients.