Our back office implementation consultancy is tailored to the individual needs of each client. We work with small and medium-sized financial advice firms that are implementing or changing their back office and CRM systems.

By creating a practical implementation plan and liaising with your chosen technology providers, we help make the transition as straightforward as possible while keeping your day-to-day business needs in mind.

As technology continues to develop, more financial advice firms are reviewing whether their existing back office systems still meet their needs. We offer unique implementation support, covering project management, short-term outsourcing of income, valuations and data migration support, or longer term outsourcing solutions.

When moving back office technology, one of the most difficult parts is familiarisation and understanding the full capability, whilst still having to complete your normal daily work.

By choosing to outsource responsibilities to us for key areas such as income over a short period of time means that you can focus on learning and delivery on other parts of the system, knowing you are still making key decisions, but moving into business as usual much quicker. Once you are ready, we then work to train and hand back on these key areas and you have best practice and processes in place.