We work closely with wealth managers, independent financial advisers and managers, to provide flexible integrated technology solutions to enhance the way you manage your alternative asset investments, from EIS and VCTs through to private equity and property.
Streamline your operations and introduce multiple business efficiencies.
Digital investment applications reduce human error
Save time with straight forward digital processing
Real time management information improves compliance and risk controls
Up to date portfolio reporting through digital investor portal
Integrations with existing back office systems streamlines work flow processes
Best practice data management provided via secure technology
Our software is designed to work the way that you already work. Our solutions are not disruptive but instead are designed to support and enhance your existing operations. We understand that you operate in a highly regulated environment and need to maintain tight control over the security of your business and client data.
We maintain market leading security processes with enterprise grade data storage and security. Our systems and processes have been designed to be compliant with GDPR.