How We Work; Award-winning Technology & Applications

We use cutting-edge and award winning financial planning software tools that automates our planning and advice processes. Our choice of technology systems and software tools ensure our clients receive the highest levels of quality and service. We fully support the FCA’s approach towards assessing suitability of the risk a customer is willing and able to take. That’s why risk profiling sits at the heart of our financial planning process and is why we use psychometric tools developed by academics from Oxford University. We leverage best-in-class technology technology solutions that are integrated; where we can profile, plan and manage our client expectations to the fullest. Our financial planning software tools are comprehensive, easy to use and cover all of the main financial planning need areas as follows:

Investment App

This investment planning software application gives a detailed overview of our client’s investments and risk profile, and supports the transfer of assets to a target portfolio asset allocation.

Protection App

This protection planning software application analyses financial protection needs in the event of a critical illness, long term disability or death. It also highlights how protection fits with other assets and income streams.

Retirement App

This retirement planning software application provides the planning tools to build a holistic picture of a client’s retirement assets in four stages, to give a complete retirement planning solution.

Mortgage App

Buying a home is often an emotional and important financial decision. This mortgage planning software application explains the commitments, liabilities and benefits to our clients.

Technology | Our Comprehensive Financial Planning Software Platform

Innovative Apps to help deliver ongoing services

  • My Planning web and iPad Apps provide a totally new service to our clients
  • View a personal balance sheet updated using the latest valuations
  • Track funds and portfolios against your advised risk level
  • Take a new risk questionnaire and share it with us
  • View risk profiled funds
  • Read documents that we have given you access to and send secure messages to us
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