Working with financial advisers, wealth managers, major distributors, product providers, mortgage lenders and high street banks, we bring our consumer design experience and enthusiasm to bear in delivering solutions that combine knowledge, innovation and technology. We help our customers to really engage with their clients.
We work with organisations across the financial services industry, from specialist advice firms to major networks and global banks. What unites our customers is their vision and commitment to adapt and win in the changing word of financial services.
Our products support the end-to-end advice process and deliver remuneration management, valuations, document management, workflow, client and service management, task management, management information and reporting.
Available on-premise or in the cloud, they make life better for financial advisers.
We use technology to deliver lasting business benefits for financial services companies who want to up their digital game.
In daily use by some of the world's leading banks and the UK's largest distributors, our products help you manage and develop client relationships across all channels and market sectors. They're built on our modular in-house technology platform that's been repeatedly tested and proven. It allows us to deliver configured, scalable, robust product solutions across the global financial services industry.Our products
We don't just hand over a product and walk away, nor are we trying to sell lifetime consultancy. We build long-term partnerships based around shared successes. We have a proven implementation process that speeds design, delivery and adoption. Most importantly, we have a team that works with you to understand your needs and help you solve the right problems.Our services
Our in-house technology lets us deliver the right solution for each customer across all market sectors, and we can scale that solution from a simple extranet up to a full service platform. We work with specialist wealth managers, national IFAs, restricted advice distributors, providers, lenders and banks to deliver valuable solutions to their problems.Our market sectors
Because we’re wholly owned by Standard Life, we have the stability and financial services expertise to guarantee service and product delivery far into the future.
Also, thanks to our leading market position, we’re able to create valuable partnerships with organisations such as Moody’s Analytics. They provide the economic scenarios that drive our cash-flow modeller.
Our approach is collaborative, agile and client-centric.