Our combined knowledge of the wealth sector and technology, puts us in a unique position - and means we can fully and reliably support your business. Here’s what sets us apart:
Available on both iOS and Android devices, our new, fully customisable app enables quick and easy access to all your client's investments in one place.
Our services are provided by a team of financial operations and technology experts who make sure they fully get to know your business. And our processes, systems and controls are designed around stringent security measures.
So you can rest assured that the complexities of transactions will be handled efficiently and accurately, leaving you free to focus on your own clients and their investments.
Our technology is designed to suit the way you work with your clients, so you can present a consistent experience across all touchpoints. We've incorporated CRM functionality, feature-rich client reporting and your own sophisticated, yet intuitive, client portal. And it's all tailored to your specific requirements.
You can even access our services, using our API, from your own client-facing UI.
Our business is built on great client relationships and providing an exceptional client experience. You'll have your own client manager. Not a call centre or a voicemail system, but a real person who'll make sure that we thoroughly understand your unique set of requirements and provide the helpful, flexible and responsive support you need.
When it comes to client care, we'll happily pull out all the stops, go out of our way, above and beyond and the extra mile. It's all part of the service.
Our clients include some of the leading investment firms across the UK and overseas. This collective wisdom drives our capability, as we collaborate to meet the needs of this powerful network, that relies on our software and services to keep them at the forefront of the industry.
As part of this established peer group, you'll not only contribute to the evolution of our technology and services, but get to reap the rewards too.
Our services are provided by a team of financial operations and technology experts who make sure they fully get to know your business. And our processes, systems and controls are designed around stringent security measures.
So you can rest assured that the complexities of transactions will be handled efficiently and accurately, leaving you free to focus on your own clients and their investments.
Our technology is designed to suit the way you work with your clients, so you can present a consistent experience across all touchpoints. We've incorporated CRM functionality, feature-rich client reporting and your own sophisticated, yet intuitive, client portal. And it's all tailored to your specific requirements.
You can even access our services, using our API, from your own client-facing UI.
Our business is built on great client relationships and providing an exceptional client experience. You'll have your own client manager. Not a call centre or a voicemail system, but a real person who'll make sure that we thoroughly understand your unique set of requirements and provide the helpful, flexible and responsive support you need.
When it comes to client care, we'll happily pull out all the stops, go out of our way, above and beyond and the extra mile. It's all part of the service.
Our clients include some of the leading investment firms across the UK and overseas. This collective wisdom drives our capability, as we collaborate to meet the needs of this powerful network, that relies on our software and services to keep them at the forefront of the industry.
As part of this established peer group, you'll not only contribute to the evolution of our technology and services, but get to reap the rewards too.