We help collate and enrich client financial data
Creating a better experience for your client, saving you time, and delivering immediate actionable insight.
We are technologists who have worked in the financial services sector our whole lives. We are passionate about the use of technology to complement existing systems and workflows to maximise efficiency. We use technology to positively benefit advisory firms, whilst undertaking regulatory compliant tasks like onboarding and ongoing suitability.
An investment in data provides the best returns
Key once or never. That's our vision for financial services. We turn data collection from an onerous cost into an effortless investment.
How we work
The way we work is designed to keep us nimble, ready to adapt, to seize opportunities, build on what we’ve learned, break new ground, and future proof our offering.
Pioneers in open finance
We are committed to open finance, collaborating across the industry. Our objective is to educate the wealth sector and championing the benefits of open finance.
Security is our priority
We are ISO 27001 accredited, demonstrating our commitment to data security. The data we handle is managed and controlled in accordance with the highest internationally recognised standards.
Access to sensitive and confidential data is safeguarded through strict, regulated data access control policies.
Our technology platform through which clients share their data with financial advisers, uses AES military-grade encryption or an Advanced Encryption Standard with 256-bit keys.