What We Do
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:
- Digital Engagement
- Client Portal
- Core Advice CRM (including case management)
- FactFinding
- Risk Profiling
- Automated Suitability & Other Report Generation
- Workflow
- 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.