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Flexible integrated technology solutions to enable you to better serve your clients.

We work closely with wealth managers, independent financial advisers and managers, to provide flexible integrated technology solutions, allowing you to move away from paper and spreadsheets, to a fully digitalised business.

Digital investment applications

Reduce human error

Straight forward digital processing

Save time and remove manual entry

Real time management information

Improves compliance and risk controls

Up-to-date portfolio reporting

Through a single digital investor portal

Back-office integrations

Allowing seamless workflow process

Secure technology

Best practice data management provided

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.