Core areas of business:

Analysis & research

Report writing

Compliance checks & audits

 

All our services are complemented by our online relationship management system, allowing for paperless transmission of documentation.

In terms of back-office, we are au fait with all offerings, including True Potential, Quay Software, Intelligent Office, Blue Coat, Plum and Adviser Office.

We have extensive experience in all research tools, including Financial Express Analytics, Synaptics, The Exchange (Avelo) and Assureweb.