From one-adviser firms to multi-office wealth managers, we host a secure desktop environment for your practice — back-office, CRM, cashflow and research tools in one place, with access structured the way a regulated firm needs it.
Get a properly secured, backed-up environment for client data and back-office software without running your own IT.
Every adviser, paraplanner and administrator on the same platform with role-based access, wherever they work.
Enterprise-grade infrastructure with the controls and audit position a regulated, multi-site firm expects.
We install and configure your back-office, CRM, cashflow modelling and research tools inside the environment, checking licensing terms during scoping.
Client data on managed UK infrastructure with per-user MFA is a far easier conversation — with clients and with your compliance function — than data on scattered laptops.
Advisers, paraplanners, administrators and compliance can each see what their role requires and nothing more.
Support from the engineers who run the platform — useful when a client meeting or a submission deadline is on the line.
A hosted desktop gives every adviser, paraplanner and administrator a full Windows desktop running in a UK datacentre instead of on the PC in front of them. Back-office, CRM and research software live in one centrally managed, access-controlled environment reachable securely from anywhere.
Desktop and server-based back-office systems are a natural fit for hosted desktops, and we scope your specific software, version and integrations before quoting. Cloud platforms and provider extranets run alongside in the browser within the same desktop.
It helps materially with the practical side: client data sits on managed UK infrastructure rather than individual devices, access is per-user with multi-factor authentication, and permissions are structured by role. Your regulatory obligations remain your own, but the underlying controls become much easier to evidence.
Yes — the same desktop, files and systems are available from any device with a connection, so a fact-find completed at a client's kitchen table is saved in exactly the same place as one completed in the office.
Centralised access to practice management and tax software, sized for busy season.
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