Founded in 1995 and acquired by Abrdn (formerly Standard Life Aberdeen) in 2011, we are a software product and services business, based in the UK.
Our expertise covers enterprise class financial advice solutions, including:
Core Advice CRM (including case management)
Automated Suitability & Other Report Generation
Integrations e.g. Valuations, AML/ID & V
Our offering includes a range of digital collaboration tools, such as personalised video, an appointment system, co-browsing and web chat with optional voice or video calling, e-signatures and many others while supporting different languages and currencies, and will normally be integrated into our customers IT estate.
We pride ourselves on providing class-leading customer experiences, operational efficiencies and investment solutions while working hand in hand with our Abrdn colleagues.
We make an effort to understand the company’s goals and help the business to achieve outstanding results.
We take ownership and delivering results for our customers is a top priority.
We understand that the success of the business relies on being experts in our field and extending that knowledge to our customers.
We are highly creative with the full backing from the business to explore new ideas.
We push the boundaries and face obstacles head on.
We respect all those we work with by maintaining a positive relationship.