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.

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Marketplace

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

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Archer

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

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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.

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Quest

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

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Staple

Professional advice templates and document management.

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Binder

Document generation technology tailored to your specific design needs.

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Canvas

Easily and efficiently build beautiful websites and portals.

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Highlighter

Convert advice calculators and tools into powerful web applications.

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Platform solutions

Next generation financial software for 2022 and beyond.

Wealth Simplifier

Manage clients’ non super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.

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Super Simplifier

Manage clients’ super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.

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Managed Accounts

Build your own or follow specialist managed account fund managers with market leading bulk ROA capabilities. Unparalleled speed to market and flexibility with minimal impact to your back office and client costs.

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Managed Discretionary Accounts

Utilise your own or our MDA license to offer discretionary portfolios to your client base. Bulk rebalancing and tailored, one to one rebalancing capabilities available.

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Client reporting

Offer your MDA or managed account clients holistic portfolio reporting on an online portal which can consume scheduled reports from the adviser desktop for maximum efficiency.

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iPhone and Android native client app

Offer your clients a clean and nimble portfolio reporting experience via our native Android or Iphone application.

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Portfolio Modelling

Taylor your client portfolios to allow for specific portfolio preferences at an account level while maintaining the efficiency of bulk rebalancing.

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Dashboard+

Allow your clients to track their holistic portfolio inclusive of cash, debt, property, on and off platform assets and track progress against their lifestyle goals. Say goodbye to benchmarks forever.

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