Our technology powers various digital solutions through a fully integrated ready-to-use platform or an extensive suite of modular REST APIs. Our modular and layered technology components work with any financial product, currency, language, maximising flexibility and efficiency. See our technology delivery strategy below.
A single, unified platform to ensure consistency at every stage of the journey and across the Front, Middle and Back offices, for clients, advisers, portfolio managers and internal firm users. Our platform enables organisations to serve customers from all segments, empowers advisers to improve client engagement and helps provide services across execution, advisory and discretionary management all from one central location. Our Platform manages data flows in our proprietary database and acts as an isolated independent entity. However, the processed data can also be shared with any system using APIs as needed.
From onboarding to ongoing client interaction, our flexible modular approach can deliver a full or any part of a broader solution and helps to keep the focus on your project goals. See some of our Platform's key modules and their features below.
Our intuitive and straightforward paperless onboarding module enable firms to identify and qualify prospective clients faster and in a regulatory compliant manner. Workflows across KYC/AML and risk profiling are automated to create a smooth, streamlined client experience. Some key features of the module are shown below.
Digitally Superior Onboarding UI
Prospect client trial access
Fact Finds and Financial Needs Analysis
KYC and AML Compliance Checks
Risk Profiling and Audit trial records
GDPR compliance and Audit trial records
Internal Compliance Dashboard
Configurable Risk Questionnaires
Account Opening – Bespoke workflows
Digital Signatures embed capability
Payment Gateways – Integrated to workflows
Omni-channel and Responsive design
Enhanced Security and 2FA capability
Order Placement Engine
Supports Multiple Tax Accounts
Enterprise-wide secure single sign-on
Financial Planning Module (FPM)
Plan your clients’ financial life journey with our powerful financial planning module. Keep track of wealth, cash flows and finances. View multiple accounts and asset/liability types and provide clients with a holistic wealth solution to meet their varied needs.
Adviser/Agent CRM & Dashboard
Family Multiple Goal Planning
Cashflows & Shortfall Planning
Advice Notes for Internal Compliance
Client Proposal & Suitability reporting
Review documents Generation
Configurable Recommendation Engines
Adviser-led bespoke Asset Allocation capability
Planning Tools & calculators
Insurance & Protection Planning
Tax Optimised Planning
Adviser Alerts for Efficiency
Consolidated View – Customer & Family
Net Worth Tracking – Assets & liabilities
Financial Needs Analysis
Budgeting – Income & expenditure
Retirement & Pensions Planning
Accumulation & Decumulation Products
Auto Allocation & Investing
Auto Allocation & Investing Module (AIM)
Our Automated Allocation and Investing module enables firms to offer personalised investment portfolios at scale to suit every individual client needs with very little manual intervention. The module is created to align with your investment philosophy, allowing for stochastic or deterministic models, goal or risk-based investing, ‘what-if’ analysis, rebalancing, analytics and inbuilt portfolio and order management systems.
Investment Performance Analytics
Goal Tracking and Actions
Risk-based and mapped Investing
Life-Stage/Life-Cycle/Target date Investing
Configurable Recommendation Engines
‘What-if’ Portfolio/Plan Analysis
Asset Allocations & Optimisation
Model Portfolios Creation & Monitoring
Rebalancing & Drift Analysis
Market Data Integrations
Order Management (Bulk and Single)
Multiple Tax Accounts supported
Fee Management & Calculations
Capital Gains Tax and Regular Reporting
Customer Reports Repository
Digital Engagement Module (DEM)
Build your brand in a compliant manner and gain actionable insights into your digital interactions using our digital engagement module. Increase client acquisition and retention by gaining insights, creating targeted, timely and personalised messaging and content campaigns, and enhancing client-centric communication.
Firm-level Dashboard with Analytics
Real time Conversion MI and Analytics
Reports on Customer Journeys and Activity
Integrated Content & Messaging delivery
Various Channel Insights and detailed MI
Automated Nudges, Alerts and Notifications
Social Media Engagement widgets
Engage Customers at the right time via messaging
Nurture Customers with pro-active tracking alerts
Keep Centralised Communications to understand client issues early
Seamless connectivity between Client and Firm Portals to deliver content
Some of the other key modules are shown below.
KYC and AML
See an introduction video about our approach
Want to learn more? Please get in touch
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