Technology your clients and your regulator can trust
IFAs, pension and life brokers, mortgage advisers and wealth managers hold some of the most sensitive information a client will ever share. We build a Business Technology Platform that keeps that information confidential, exchanges documents securely, stands up to impersonation fraud and leaves the audit trail the FCA expects—so you can give advice with confidence.
What financial advice firms are up against
FCA expectations
Consumer Duty and operational resilience that call for evidence of how client data is protected, retained and recovered.
Email security and impersonation fraud
Criminals who impersonate advisers, clients and providers to redirect payments or harvest personal information.
Secure document exchange
Fact-finds, valuations and identity documents that must move between client, adviser and provider without going astray.
How Business Technology helps
We protect client information with layered, compliance-aligned security and email defences built against impersonation, give you a secure way to exchange and retain documents with a clear audit trail, help you achieve Cyber Essentials as assurance you can show clients and the regulator, and manage it all proactively—so confidentiality is built in rather than bolted on.
The platform components that matter most
For your industry, these components carry the most weight—managed as one connected platform.
Keep reading
Plain-language guides on the questions businesses like yours ask us most.
Ready to run your business on its technology?
Book your Business Technology Review. In one focused conversation, we'll understand your business, assess your platform and show you the path to operating in TechState™.