Proposition

We support the full spectrum of financial advisory business models
Across our operations we support:
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Financial Advisory Businesses

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Financial advisers & support staff

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Financial products reconciled p.m

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Retail clients across the UK

Our Insight

The Future is Dynamic

Within the financial advisory industry today, and deeply entrenched within the regulations, is a snapshot approach to data capture (“as is” without metadata) that results in a static model for client suitability, portfolio evaluation and risk assessment.

In contrast, a dynamic approach to data capture and analysis can revolutionise the client experience, transform the industry value-proposition and transcend the current regulatory framework governing retail financial services.