Connecting advisers, providers, lenders and consumers for over 20 years
Founded in 1995, we are a financial services software house with an enviable track record of providing effective advice & business automation, CRM, T&C and financial planning solutions.
We work with leading financial advisers (at both network and firm level), wealth managers, bancassurers, product providers and mortgage lenders to deliver highly valued solutions across a range of products such as investments, pensions, protection, mortgages and general insurance.
Our successes are based on
Since 2011 we have been fully owned by Standard Life and, although we do deliver some supporting services to them, we operate independently.
We have a targeted range of enterprise-class omni-channel financial service products, primarily geared around supporting the delivery of advice. These products are in daily use across the UK and Ireland by banks, networks and large advisery firms.