The Company Ethos

In the last few years, we have noticed that the IFA software market in the UK has tended to produce over-complicated software which can cost a fortune. The actual needs of single practitioners, small partnerships and network members for simple, easy-to-understand software appear to be ignored by the majority of the software companies serving the Financial Services sector.

While large companies need complicated software, smaller firms have totally different requirements and it has become our objective to provide exactly what this market sector requires. We also see it important that this software is offered at reasonable prices that can be afforded by the smaller IFA.

In addition, it is our philosophy that the software be easy-to-understand, intuitive and fully compliant and, that where training is required, it should be offered free, as part of the software purchase.