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Client & Wealth Management

Taking your business to a whole new level

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Business Support Services

Get more out of our systems. Get more out of your business

A unique range of business support services to keep you moving forward

We take care of the back office, so you can take care of business – confident in the knowledge that our tools and our people are always there for you.

  • e-Services
    Automate the tasks that slow you down. Remove significant costs. Reduce wasted resources and time-consuming errors
    • Quotes, e-new business applications and online tracking
    • e-Revenue (previously e-Commissions)
    • e-Valuations
    • e-Suitability
    Find out more


  • Business discovery services
    Assess. Advise. Make technology work harder for you. Our specialists are ready to share their knowledge with you, giving you the support you need as you move for the transition to RDR.
    • Discovery days
    • Data assessment
    • RDR 'Pain Point' service solutions
    • Business sale or acquisition
    • Process and change management
    Find out more

  • Training, learning and development
    Microsoft Gold Accreditation from the Learning and Performance Institute (LPI) for our training. That’s impressive – what you get out of it, even more so.

    Learning & Performance Institute

    Find out more

  • Help & support
    On the phone, face to face or remotely – even at a distance, our full support is always close at hand.
    • Implementation support
    • Day-to-day support via email and phone
    • Online tutorials and helpfiles
    • User and training guides
    • A dedicated extranet
    • User groups
    • Roadshows
    • Annual conference
    Find out more

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