About Us

We're re-imagining data for Wealth Management

Financial advisers and planners should be free to do what they do best: Advising clients. Being tied down to a desk and and re-keying data is not the key to a successful practice and a happy clients. Too much time is spent ticking the boxes, collecting valuations and producing reports.

But what if technology could do this for you. AI and Automation are the future of professional services, and our sector has the perfect framework to leverage from. So what stands in our way? Data. 

We believe the path to successful innovation in financial advice and wealth management is through data management and we're here to help you achieve it. Let us help you on your journey to realise a growing, more profitable and more compliant business.