A connected portal that streamlines operations, enhances client experience, secures data, and gives you clarity, control, and confidence managing relationships.
Key services
CURO – Microsoft-based CRM
WealthPilot – Microsoft-based, brandable and digital client tools
Workflow, MI & case tracking
Secure data storage & reporting
A Modern Toolkit Built for Advisers
Managing clients and keeping your business running smoothly takes the right toolkit. That’s why we provide a fully integrated CRM and portal. Designed for advisers who want modern systems that actually make life easier. At its heart sits CURO, a Microsoft-based CRM that keeps everything organised and accessible, while WealthPilot transforms client onboarding and ongoing servicing with digital tools that create a seamless experience from fact-find through to advice and review delivery.
Scalable Technology for Every Stage
For advisers frustrated by outdated technology, it’s a breath of fresh air: a portal that removes inefficiencies and puts you back in control. It’s a tech stack that leverages everything great about the Microsoft ecosystem, whilst connecting to a brandable client portal. For those breaking away to build their own brand, it offers a scalable, modern backbone that supports independence without adding complexity. Principals looking to step away from DA administration gain the same level of control and quality tech, but with the heavy lifting taken care of.
Continuity Through Change
Advisers who’ve been through disruptive transitions can feel confident that client continuity is supported from day one; your clients will see a portal branded to your business. For business owners thinking ahead to succession, you’ll benefit from the reassurance that your client base will remain well-served through change and crucially, your data is not being handed to a third party CRM provider.
Clarity, Control, and Confidence
Behind the scenes, workflows and case tracking tools give you a clear view of progress, while business MI helps you make confident decisions. Add in secure data storage and robust reporting, and you’ve got clarity, control, and confidence to scale; without the burden of unnecessary complexity.
