Integro CX delivers portal and dashboard technology solutions for the bespoke needs of wealth managers, platforms and providers. Exceptional user experience makes the complex understandable.

Imago & Integro CX provide technology solutions for the unique needs of wealth managers, platforms and providers by making the complex understandable with exceptional user experiences. Imago is an interconnected suite of software modules designed as “out of the box” solutions for regulated markets.

Non-advised market
The Dunstan Thomas non-advised market software tools are designed to support providers that want to engage clients but also know they need to have a robust disclosure regime and data infrastructure. These tools need to accommodate a non-advised, need for simplicity, clarity and guidance when selecting and reviewing investment products online.

Advised market
Combining an aging demographic, consumers with changing financial behaviours and changes that the advised sector is experiencing means that software solutions must be ever more configurable, flexible and powerful to meet the unique needs of the market. Imago works with the Advised Market to enrich user engagement and experiences and to enable greater control to differentiate and to provide more choices.

Group market
Auto-enrolment and pensions freedoms have created a new price-sensitive market for the Imago product family to augment, renew and refresh legacy or new technology, delivering faster, lower risk solutions. Imago delivers greater efficiencies to create more productive environments and drives costs lower to enhance profitability.