Back-office support that just works. With a dedicated portal and central team; handling compliance, onboarding, and admin so you can focus on clients.
Key services
Centralised admin & onboarding support
New business processing
Transaction implementation
Dedicated support contacts
Back-Office Support That Scales With You
Running an advice business means balancing client care with constant admin, and the strain shows up differently depending on where you are in your career. Our back-office admin support gives advisers and AR firms the structure to operate efficiently, scale with confidence, and focus on clients, not paperwork.
Tailored Solutions for Every Adviser Journey
For those taking their first steps into self-employment, it’s a launchpad that reduces start-up pressures, handles transfers, and removes the fear of admin overload. Breakaway advisers gain independence without losing time to operations, while those facing upheaval are reassured that onboarding and client transfers run smoothly. Firms frustrated with poor network support benefit from modern systems that cut bottlenecks and add transparency.
Principals burdened by compliance and admin regain space to focus on growth, while succession planners lighten their workload and protect their legacy.
An Integrated Portal for Seamless Operations
At the core is our integrated portal, Wealth Pilot, streamlining client interactions, reporting, and compliance. For FS advisers, we also manage new business, transactions, provider communications, and documentation. The result is a reliable, tech-driven support system that flexes with your business, freeing you to focus on advice, clients, and growth.
