Using the newest technology to assist your business

We use the Twenty7tec Velocity sourcing platform, allowing advisers to quickly and compliantly source for mortgages, produce documents and progress to decisions in principle or full mortgage application. With the sourcing system integrated into the CRM system, this allows a streamlined and efficient process. We use SolutionBuilder for protection research. We also have a strong relationship with both LifeQuote and UndewriteMe, providing us a strong proposition for Protection. We provide you with the tolls to research the market for the best customer solutions. Our close relationship with a state-of-the-art electronic ID Verification system that makes the process of confirming the clients identity simple and easy.

The Cashflow Modeller is designed to help clients make informed long-term financial decisions by showing the potential impacts of those decisions. The model presents pensions, investments, income and expenditure all in one place.

It also models real-life scenarios including ‘what if’ situations, tax-free cash withdrawals, extra contributions and market downturns. You can generate instant reports in seconds with graphs, notes and summaries for the client.

This means spending less time on manual spreadsheets and giving the client a clear view of their future. The final report will be white labelled which includes logo, company colour and regulatory text.

This system is designed to assist our financial advisers when discussing their clients risk levels. This is based on their responses to a set of questions. There are six different risk profiles a client may be matched with.

As the client progresses through the questionnaire, the profiler updates in real-time. Upon completion, a fully white labelled PDF report can be generated, featuring your logo and company colours, client name, date, and a summary of their risk profile.