Our solutions allow advisers to service clients more profitably allowing access to advice for people who wouldn’t otherwise be able to access it, particularly in workplace.

The key features are:

• Comprehensive account aggregation across a client’s entire finances including investments, pensions, savings, personal finances (banking, credit cards, mortgages), property, other investments and associated paperwork
• Advanced privacy controls for GDPR compliance
• Systems integration and outsourced data feed management
• Rollout, communications and adoption support
• Integrated and automated content management delivery linked to clients own data
• Customisable and intuitive, fully interactive dashboard interface
• Full white-labelling with the ability to create different experiences for different client demographics
• Desktop, tablet and mobile with apps for Android and Apple
• Primary focus on building a tool to help end users which delivers 

• Clients logging in regularly and giving great feedback on the usefulness of the app
• Clients using the app to record their own information
• Reduction (or eradication) of paper based reporting and postage
• Increasingly efficient business processes and more accurate fact-finds
• Removing insecure email communications and providing an audit trail of communication
• Targeted and efficient marketing to existing clients based on data driven triggers
• A differential service offering over your competitors helping win new business
• Better, happy and confident clients
• An increased business valuation through more profitable client relationships