Solution introduction

TIPS is the ultimate back office system, able to handle every firm's IT requirements in one inexpensive package

Unlike other systems, the core design of TIPS was based on RDR requirements - Client Servicing, handling fees, increased reporting, client accounts, invoicing, VAT etc.

TIPS can of course handle products, but it really concentrates on those client centric areas which are difficult to document and control such as client aims, aspirations, and attitude to risk.

TIPS works like your very own Platform - giving you total independence with total control.

What's more, we don't own or control your data - you store your data wherever you choose.

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