The burden of regulation is increasing rapidly, as are the penalties for getting it wrong. Managing risk in your business has never been more complex or time-consuming.
We offer comprehensive, integrated solutions encompassing compliance, regulatory support & advice, training & competence as well as access to our unique, proprietary technology. Practice management, back office and client portal all share a single data source – critical to driving efficiency and automation as well as protecting your business from the challenges that using multiple suppliers can bring.
We know that compliance needs are individual to every business. Our team of experts help deliver the solutions you need to mitigate the regulatory, technology and resource-based problems you face.
In a highly regulated industry, compliance should be a priority for everyone. More than just ticking off a checklist, ensuring a rich compliance culture in your business demonstrates the quality of your service and dedication to your customers. We work with you in an objective and impartial way to deliver a solution that meets your needs, demonstrating transparency and service throughout.
We empower you to take ownership of the configuration of the technology we offer, to give you a truly individual solution. Remote and cloud-based, you and your clients can access a virtual office 24/7, 365 days of the year.
Technology sets great businesses apart from the rest.
Our tightly integrated software ecosystem drives efficiency and automation across entire financial planning businesses. And because we put you and your business first, you are at the centre of our on-going design, innovation and technology decision-making roadmap.
We draw on years of industry experience and the considerable expertise and resources across our group to deliver high-quality solutions that meet the evolving needs of modern financial planning firms and their clients.
For new sales enquiries, please call 01403 334411
For all other enquiries, please call 01403 334455