Our Capabilities
Managing client data
Effortlessly manage customer data across the entire client lifecycle and seamlessly integrate with your wider systems landscape to establish a single source of truth.
DATA – A CRITICAL FOUNDATION
The completeness, consistency and accuracy of data play a pivotal role in a wealth management business, supporting everything from compliance, to the efficiency of operations to the generation of meaningful business insight.
BUSINESS BENEFITS
Our solutions establish a single source of complete and accurate customer data, eliminating data silos through the use of seamless, cross-lifecycle integration with a firm’s wider systems landscape, altogether avoiding the inefficiencies and risks associated with manual re-keying of data.
Our solutions are designed to support maximised efficiency in the gathering and maintenance of customer data. Validation of data on entry, self-service data provision and the intelligent reuse of data across all customer relationships to which an individual is connected are just a few of the ways our solutions support optimised efficiency and minimised cost within your business.
The richness, quality and consistency of data enabled by our solution, combined with powerful analytics and reporting solutions enables a new and deeper understanding of customers and processes, combined with improved oversight and management.
Our client data management capabilities are designed to provide benefits to both your firm and your customers. By providing a comprehensive, accurate view of all customer data in one place on our client 360-degree view, any customer queries can be smoothly addressed in real time. Additionally, our self-service tools remove friction from the provision and update of data and documents, providing a superior customer experience with increased satisfaction levels.
Key Capabilities
Reporting, insights and analytics
Our data models are optimised to provide truly insightful reporting, insights, and analytics, spanning customer relationships, intermediary relationships, all processes managed, team activities and more. Analyse your pipeline, view trends in process efficiency over time and understand team performance versus targets, leveraging either our in-built visualisation tools or by connecting our optimised data to your own visualisation solutions.
End-to-end data encryption
All customer data and documents and encrypted in transit and at rest. Even where our solutions are delivered in the cloud, our tokenisation capabilities ensure unencrypted data never leaves your firm’s network, allowing you to combine the power of cloud technology with the comfort of complete data security.
Data segregation and access controls
Manage complex business models including multi-booking centre set-ups and multi-booked clients within a single system. Ensure staff only see the data that they need to, segregating data at the ‘relationship level’ to ensure that staff only have access to the elements of a relationship relevant to them based upon their role within the customer relationship and the wider business.Â
Multi-jurisdiction support
Where operations are spread across multiple jurisdictions our intelligent data capture forms, document checklists and the wider workflows in which they are embedded can automatically adapt based upon the relevant jurisdiction, providing comfort that local best practices and regulations are fully considered, irrespective of the scope and complexity of your business landscape.
Full auditing & querying
Our solutions provide a comprehensive audit of all data creations and updates across the entire client lifecycle, allowing you to understand exactly what was changed, when it was changed and by whom.
Sophisticated client data model
Our solutions support the modelling of a full range of client types, from individuals and joints to complex relationship types such as trusts, corporates and charities. Our solutions also understand that one person or entity may be connected to multiple client relationships, understanding the unique data and document requirements associated with each client connection to provide a consolidated set of data and document requirements for each person or organisation, maximising the ease and efficiency of data provision and maintenance.
Access controls and security
Our sophisticated access control model allows you to apply the best practice ‘least privilege’ principle, ensuring staff have exactly the information and functional entitlements necessary to effectively and efficiently perform their role, but nothing more. This capability allows focused business operation, but also fully respects the sensitivity of your customer data.
'Four-eyes' and maker/checker workflows
Any data or document provision or update can be enabled with a ‘four-eyes’ or ‘maker/check’ review and approval workflow. Combined with the data validation and coherency checks built directly into our intelligent forms, this capability helps to establish the absolute highest quality of data in which you can have complete confidence, whilst providing an additional layer of assurance from a compliance perspective, particularly where the data provided or change is of a sensitive nature or where there may be down-stream impacts or sub-processes triggered.
Capture once use many approach
The design of our solution reflects a ‘capture once, use many times’ principle to data management, allowing data and documents to be automatically reused across the lifecycle and across the multiple client relationships to which an individual or entity may be connected. Additionally, our integration layer combined with our comprehensive data mastering rules allows this principle to be extended across the wider systems landscape of the firm.
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LATEST INSIGHTS
29 July 2026
How perpetual KYC supports a proactive compliance framework
As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.
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19 June 2026
The future of onboarding: Embracing a holistic client lifecycle management approach
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
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Why first impressions matter: Rethinking onboarding in wealth management
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
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