A True Partnership Model
We move beyond transactional tasks. Our mandatory retainer model allows us to operate as a seamless, integrated part of your business, learning your processes and compliance preferences to deliver truly personalised support.
The Efficiency Standard, Powered by FinAlchemy
Our unique combination of expert paraplanners and proprietary FinAlchemy technology delivers unparalleled accuracy and speed, reducing case turnaround times and freeing your advisers to focus on clients.
Guaranteed Capacity & Priority Service
Your retainer secures a dedicated portion of our team's capacity. This guarantees you priority service with a standard 5-7 working day turnaround—a commitment to quality and responsiveness that ad-hoc models cannot offer.
Defensible Compliance for the Consumer Duty Era
Our robust, technology-driven process creates a comprehensive, auditable trail for every case, providing a defensible evidence base for your firm's Fair Value assessments and turning a regulatory burden into a streamlined process.
