Let’s get things straight
You look like a wealth management business that’s got it together, but is chaos within?
We see it: the pressure of running a compliant advice network on multiple systems. The tension between front and back offices operating in silos. The madness of having to create the illusion of a seamless investing experience.
It doesn’t have to be that way.
Find order and stability with the high-performing, best-practice wealth management software for large and unruly financial services firms. With our software, you'll bring everyone together onto a single digital platform for a transformation - and business - you can be proud of.
For discretionary and full-service wealth businesses
Trusted by 10,000+ clients and 500,000 users
550+ integrations and an unrivalled partner ecosystem
Are you striking the right balance between technology and the personal touch?
Wealth Management report
The wealth management industry has a brilliant opportunity to use technology to deliver more value to more people, but what's the best way to balance automation and the human touch? Our Hybrid or Die report explores the role of automation as a key theme shaping the future wealth management business model.
Getting started with the financial services specialists
Need bringing in line? Then bring in the experts. We’re financial services specialists who happen to make great software. This killer combination of expertise, technology and straight-talking has transformed some of the oldest, most traditional wealth management businesses in the world. We’d relish the chance to do the same for you.
Easy does it - flexible implementation
Looking for a carefully-configured solution with clear ROIs or a rapid cloud-based implementation? No problem. We’ve even got a phased option - perfect if you want to de-risk change but still see a progressive transition from legacy systems.
Pop in your details for a callback.
Insight and opinion
Articles we’ve favourited that you might like too
Wealth and asset management 4.0
Need convincing that digital transformation will improve productivity and shareholder value? Find all the evidence you need in this brilliant report from Deloitte.
Analytics transformation in wealth management
There’s a shocking stat in this McKinsey & Company paper about how much time is spent on non-revenue-generating activity. We often quote it when talking to clients before showing them a way to turn it around.
