Technology has a very important role to play for any firm but in order to grow and remain successful in the future, a strong commitment to robust technology will be absolutely vital.
In 2004, we began to develop our very own web based software, hosted on secure dedicated servers and updated annually.
In turn, this has enabled us to provide state of the art systems which run the very latest technology
We configure every member’s system individually allowing them to utilise:
- Unlimited websites
- A paperless office
- Real-time valuations
- Wrap solution and integration
- Notional accounts
- Remuneration modelling
- Newsletters, fully branded client login
Systems are configured according to the exacting needs of each member and we encourage our members to take ownership of their own technologies. Staff and clients have access to a virtual office 24 hours a day, 7 days a week.
As our existing membership will testify, our IT solutions are seen as amongst the best in the UK.