The Company Ethos
In the last few years, we have noticed
that the IFA software market in the UK has
tended to produce over-complicated software which can cost a fortune.
The actual needs of single practitioners, small partnerships and
network members for simple, easy-to-understand software appear
to be ignored by the majority of the software companies serving
the Financial Services sector.
While large companies need complicated software, smaller firms have
totally different requirements and it has become our objective to
provide exactly what this market sector requires. We also see it
important that this software is offered at reasonable prices that
can be afforded by the smaller IFA.
In addition, it is our philosophy that the software be easy-to-understand,
intuitive and fully compliant and, that where training is required,
it should be offered free, as part of the software purchase.