Software solutions

Next generation financial software for 2022 and beyond.

CRM

Utilise online fact finds, design your own workflows, manage FDS integrations, client segments with all client information in the one place.

Learn more
Learn more

Marketplace

Access integrations to 3rd party applications of your choice to build your own package.

Learn more
Learn more

Archer

Paraplanning strength with goals-based modelling which engages clients and cuts SOA production in half.

Learn more
Learn more

DynamicDocs

Deliver engaging digital SOA presentations in-person and offer scalable advice on a 'one to many basis' with enhanced compliance features. All of this is inclusive of an AI driven avatar who can steer the client through the SOA in their own time and pace.

Learn more
Learn more

Quest

Manage on and off platform assets with deep portfolio reporting and product selection capabilities.

Learn more
Learn more

Staple

Professional advice templates and document management.

Learn more
Learn more

Binder

Document generation technology tailored to your specific design needs.

Learn more
Learn more

Canvas

Easily and efficiently build beautiful websites and portals.

Learn more
Learn more

Highlighter

Convert advice calculators and tools into powerful web applications.

Learn more
Learn more

Hear from our clients

Book a chat

Select the relevant state on the map to book a chat or demo with one of our experts today

Write to us