Welcome to the future of financial services

The digitisation of financial services is happening now, will you be a part of the future?

Digital Engagement & Onboarding


Our digital engagement offering is all about client engagement and promoting financial wellbeing – help your clients’ build a full financial picture and allow them to explore all their options.

  • Empower your clients with a financial health check.
  • Saves you valuable time and increase efficiency.
  • Ideal for modern advisers and wealth managers looking to broaden their market reach.

Our digital engagement solutions run stand-alone or embedded in your website.


  • Generate higher quality leads and place value on the advice required to help solve them.
  • Interactive tools that engage clients and help them discover that they need advice.
  • Save time by allowing clients to ‘self-serve’.
  • Add capabilities such as cashflow and backoffice without needing to re-key data.
  • Designed and tested by the end-user, you will deliver the best client experience.

Features & functionality

  • ‘People Like Me’ data profiles – the client can assign themselves their own Avatar.
  • Simple factfind – the end-user can enter basic personal details, attitude to risk and more.
  • Financial dashboard – includes personal details, profile score, financial health-check, suggestions and actions.
  • Financial health check – populated once the factfind exercise has been completed.
  • Interactive suitability report – dynamic and interactive summary view, charts, editable goals and video.

The Delivery of Advice & Business Management


Providing an integrated and innovative suite of tools, including an engaging client portal, our adviser tool set enables you to deliver a proactive, client-centric advised service.

Our adviser tool set delivers a complete practice management capability, allowing you to operate new business processing, handle remuneration management, perform manual and automatic valuations and service reporting and automate your compliance management and case checking.


Our adviser tool set helps you build, develop and retain your client base by providing the tools to minimise administrative processes and deliver outstanding client service.

  • Save time, allowing your advisers to focus on higher value client engagement.
  • Visibly deliver more value and clearer information to clients.
  • Improve compliance and minimise compensation payments.
  • Streamline and automate business processes to reduce operational costs.
  • Increase client satisfaction, generate more sales and grow stronger lifetime client value.
  • Improve cash-flow by reducing time to complete.
  • Reduce IT costs through the rationalisation of disparate systems.
  • Tailor the process, products, funds and core components to suit your organisation.

Features & functionality

Our adviser tool set supports you in delivering the full range of financial sales, across all products and markets.

  • End to end advice process support, from fund and tax-wrapper research through comparison quotes, product literature and price feeds, on to solution recommendation, suitability letter generation, application and ongoing client servicing.
  • Powerful software capabilities such as stochastic modelling, lifetime cashflow modelling, asset allocation, model portfolios and risk profiling.
  • Omni-channel client servicing platform, supporting face to face, co-browsing, telephony, online, self-service and mobile.
  • Joined-up client management, including portfolio creation, valuations, performance monitoring, event-based alerts, commission / fee management, compliance reporting and customer service reports.

Underlying technology features

  • Browser-based, cross-platform application UI.
  • Repeatedly tested and proven enterprise-class security.
  • Truly service-oriented (SOA) supporting significant scale and integration into wider enterprise systems.
  • Built using best of breed third-party components including Microsoft .Net, jQuery and Angular JS as well as our own, in-house technology stack that enables rapid process and UI development.
  • Built to support Origo standards
  • A rich data model with more than 19,000 fields, supporting all aspects of full advice and ongoing servicing.
  • Can be hosted by us (we partner with RackSpace) or deployed into your own environment.

Planning Tools


Our cashflow and pension income modellers give financial advisers an easy and engaging way to show their clients the real value of good advice.

Easy to use, powerful and engaging, these are dynamic tools which will let you deliver better client experiences and better client outcomes.

It’s simple user interface lets you get started straight away and is powered by growth rates from market leader, Moody’s Analytics.



  • Interactive modelling of real-life client scenarios.
  • Demonstrating market crashes and varying conditions.
  • Fast journey from fact find to graph within 30 seconds.
  • Drag and drop ‘what ifs’ to see real time results.
  • Option to chart IHT liability and LTA.
  • Initial and ongoing costs at product level.

Features & functionality

  • ‘What ifs’ functionalities for retirement, estate, protection and investment planning.
  • Estimated factfind.
  • Risk profile selection.
  • Fully managed service hosted in the UK.
  • Scenario manager.
  • Client and case reporting.
  • Deterministic cashflow modelling.
  • Co-browsing and webchat.

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