We are online asset management specialists. We provide service, i.e. information and advice on savings, investment and pension plans through our innovative technology to keep investors up to date with what is happening with their savings and investment plans, as well as markets as a whole.
IFA partners/potential partners
Delivering service and support to international financial advisory (IFA) businesses, including digital service delivery to your clients. We offer you a game-changing business platform allowing you to professionalize your business in the eyes of your clients. Through us, you can improve engagement with your customers, which in turn reduces the chance of them losing contact or surrendering their plans.
Insurance company, Advisory firms & Banks
We think and deliver "outside the box" customer service and business support solutions to insurance companies, advisory firms and banks. By having access to one integrated platform you can offer significantly higher value to your clients.