Manage Individual clients
Manage Corporate clients and their Group Schemes
Record and reconcile commissions, charges, and fees.
Our cost-effective suite of software, provides you with the tool-kit to efficiently and effectively manage your clients, their financial investments, and your own business - including your regulatory reporting responsibilities.
... yet comprehensive and fully functional. We don't believe that software needs to be complicated, we believe it should be intuitive and easy to learn without the need for training to get you started.
You will really like our no-nonsense pricing. You only pay for what you need. You DON'T pay monthly rentals for our software - you BUY your licences and they are then yours forever. We have split our software into 3 modules - you therefore DON'T have to pay for software you don't need or won't use - you simply buy the modules you need. And, our prices are realistic and affordable.