A financial support service out of this world
Journey towards success...
Venture into a smarter way of delivering financial advice and leverage what a new style of outsourced support can do for you and your business.
Wealth Servicing
An annual servicing support to ensure you meet all your regulatory requirements and service your clients with an exceptional customer service.
Pay per client per month to cover all servicing needs
Add on new client onboarding with a flat one off fee.
Mortgage Servicing
A simple solution to source, prepare and implement your client's mortgage applications.
Let us remove the stress of chasing through your client's mortgage application
Add on Touchpoint mortgage servicing to ensure you never miss a remortgage opportunity.
Additional Support
In addition to our service plans we provide:
All Design + Rebranding
Client birthday card service
Human Resource Management
Template Creation
Operational Management
Legal Services + Conveyancing
Compliance
CIPP/CRP/PROD Creation
System Integration/Migration
Platform Due Diligence
Use our scorecard to see if you are nailing it, or if your admin is floating around in space
Partners & Associates
and many more…
