We are authorised and regulated by the FCA as a Registered Account Information Service Provider (FRN: 834786)
Save time on
Expand your insight with details of your clients trends over time.
Easy integration with your existing back office
We are integrated with the main software providers in the financial advice sector, eliminating the need to log into yet another portal.
Our easy-to-use open API is live
This means that it is even easier to set up integrations with us, which will ultimately benefit both you and your client.
Market leading solutions that provide access to clients financial data in real time