Streamline client file reviews and compliance document audits

‘Advisers are tired of overpaying for technology that integrates poorly’

‘We are about doing good but also generating returns’

After FCA thematic review highlighted importance of regularly reviewing

‘We are not a consolidator, our goal is to support passionate entrepreneurs’

Defined benefit transfers and annuity sales have fallen, FCA finds

Nearly all advisers say investment clients have become more demanding

Discretionary fund manager records net flow increase of 28% to £2.3bn

Industry splits with 46% saying yes and 42% saying no

To meet Consumer Duty and vulnerability regulatory expectations