The Colmore Building, 20 Colmore Circus, Birmingham, B4 6AT, United Kingdom
Step Fourth is a private FinTech firm based in Birmingham, specialising in software solutions for the UK Wealth Management market
Technology entrepreneurs, Pete Caddick and Stewart Foster launched Step Fourth to develop a suite of digital solutions designed for UK Wealth Managers, Stockbrokers, Consolidators and Platform Providers.
​Research conducted by Step Fourth has shown that the UK Wealth & Investment market dramatically lags other industries in the adoption of digital technology. Those products that are available lack innovation, are incomplete, need a high level of customisation and are prohibitively expensive to the majority of market participants.
To support the wealth and investment market, Step Fourth aims to be first to market with a new generation of client facing technologies that are functionality rich, out the box and available at a much lower price point.
Portal Feature rich and engaging digital experience for advisors and end customers. Repository A centrally manged secure vault for a firms most valuable asset; its client data. Intelligence Powerful insights into trends, revenues and other KPI data. Integration Connectivity services to external and internal platforms and systems....