Step Fourth
HQ Address
The Colmore Building, 20 Colmore Circus, Birmingham, B4 6AT, United Kingdom
Website Address
Business introduction
Pioneering Solutions For Investment Management Firms
Step Fourth is a private WealthTech 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 and 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.
Step Fourth Solutions
Blue Nova
Engage – Client and firm portal (and app) Feature rich engaged digital experience for advisors and end consumers. Connect – Account opening and client onboarding Key features include self-service capability, ID checks, client suitability and well being questionnaire. Approve – Onboarding management Manage and monitor the onboarding workflow, prospect applications and approval. Insight – MI and......
business needs
view solutionWhite Nova
Protect - Client management, reporting and compliance Key features - data, documentation, valuations, communications and alerts, mandate monitoring. Invest - Front office portfolio management Key features - dashboards, orders and dealing, investment models, rebalancing, performance, CGT. Foundation - Back office and administration Key features - settlement, corporate actions, transaction reporting, CASS reconciliations. ...
