We celebrated our 15th anniversary in 2022, on the back of another year of record growth and happy clients.
At launch in 2007 we were purely a wealth management software business and achieved success as our software quickly became the preferred system in the UK market.
A natural extension into the Investment Platform market followed in 2016, facilitated by a substantial investment from Grafton Capital. The service rapidly gained traction and has since established itself as the Platform of choice for wealth managers, multi-family offices and, increasingly, large Advisers and Consolidators looking for a white-labelled "Adviser as Platform" solution.
And now in 2023, our software and services are trusted by clients to administer over £50bn of AuA.
Having two service lines that reinforce each other is undoubtedly a winning formula. We are not only developing software for others but also using the software ourselves to power our Investment Platform offering. As such, we are always the first user of new releases and are continually driven to add innovative features to improve the efficiency of the software. And so the positive feedback loop continues.
Here's to the next 15 years!
