Manage your business and your clients simply and efficiently from a single platform.
Managed Accounts
NEXT-GENERATION INTEGRATION
Our next-generation managed account technology allows you to create comprehensive, customised solutions for your clients.
Retirement Solutions
SIPP. PERA
Holistic solutions to help your clients meet their retirement goals.
Investments
SMART IM
Access a range of risk/reward portfolio profiles with our Smartfund range.
Advice Solutions
Wealthcraft
Our integrated advice solution allows you to manage your client communication easily and professionally from a single platform