We know how valuable client relationships are to you, no matter whatever size your firm is. Therefore, we put in extra effort to ensure that even the lowest paid subscription plan of ours includes a dedicated client portal to help you serve your clients better.
We know how important technology is to grow your business in this digital generation. We have spent the last five years launching innovative and automated digital business models in the wealth and investing sectors. We will provide you with modern and intuitive tools to help you grow faster.
Our Platform comes with both Firm and Client Portals that you can customise to your branding, including custom URL access.
Our Platform includes features such as fully online fact finds, risk profiling, e-signatures, scheduling links and much more.
We know we cannot do it all, and therefore we have partnered with a few complementary firms who are best at what they do.