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Technology

We use the best technology in financial services to enable our team to work effectively in an ever-changing and challenging world.

Our CRM system is Intelliflo Office (iO) which is the UK’s largest provider of web-based technology in financial services. It provides award-winning support to financial advisers across the spectrum of financial advice.

When it comes to the fine detail of investing wisely, we use FE Analytics to ensure your clients have access to all the research and information required to manage successful portfolios.

For retirement planning there is none better than Selectapension; widely regarded as the best tool for advisers operating in this market.

Out with investments, we use Assureweb for sourcing insurance products and Trigold for mortgage products, both of which are industry favourites.

Lastly, for cashflow modelling, we use i4c to plan out clients’ retirements, based on their spending, attitude to risk and specific plans.

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