Products - Planning & Sales Platform

Our Platform supports over 30,000 advisers in their financial planning and advice processes.

It is one of the most comprehensive of its kind; combining best-in-class investment and financial planning with comprehensive support for the regulated sales process.

Because our single, multi-tenant code base is heavily componentised, it means we can offer off-the shelf solutions or tailor the applications and functionality to meet your specific needs and requirements.

Key benefits include:

• Bespoke and off-the-shelf solutions provide flexibility between speed to market and uniqueness of proposition
• Single code base to lower total cost of ownership
• Ability to construct new processes or incorporate new products
• Modern, best-in-breed architecture ensures scalability
• Applications can be developed by you, by us or by our partners
• ‘On demand’ or ‘on premises’ deployment options
• Secure, scalable SaaS
• Easily integrated through mature web services or API
• Mobile salesforces supported through online-offline synchronisation