Why join us

Technology

financial advice technology

Technology that powers business performance.

Large or small, technology is essential to any business. Our technology enables a small business to have the resources of a large one. Our tailored programs are designed to make your business efficient and to save you time with automated processes and built-in compliance. They help you manage every aspect of your business, including front and back office functions.

Our technology is a customised version of Xplan financial planning software. In addition, we have paraplanning solutions to simplify your admin, platform and investment solutions including our managed account solution and a business health diagnostic tool for a better, simpler and faster review process. Our dedicated team of technology experts help you transition, implement and leverage your software.

It leaves you free to focus on growth for you, your business, and your clients.