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We customise our training programme based on the needs of your firm. We’ll help you configure the platform, set up users and permissions, use our tools, make transactions and start reporting. We’re happy to adapt our training as needed to support your firm’s needs. 

Due diligence is important to drive better outcomes for clients and meet your regulatory requirements. Our team are on hand to support you with all the information you need. Contact your local sales representative to get started.

Our platform includes access to a comprehensive reporting tool, providing quick access to a range of useful reports. This includes reports on adviser charging, client valuations, investments, transactions and more. A range formats are available, and access can be customised depending on the user’s role in your organisation. 

We’re on hand to provide ongoing training and support whenever it’s needed. This includes face-to-face contact with your sales manager, online demonstrations with our inhouse experts, plus telephone and online support. 

Our technology and range of investments are continually evolving. We have a truly agile approach to platform development. The enhancements we make are shaped by your feedback, helping us to improve the user experience and add relevant new features. 

Your clients can keep track of their investments through Investor Zone. Clients can check the value of their holdings and see how they’re performing. They’ll also have access to a wide range of downloadable documents, including valuations, transaction history, quarterly statements and consolidated tax certificates. 

We maintain ownership of all data held on third party software and have selected Rackspace as our managed data centre provider. Rackspace is the world leader in the managed cloud segment of the business information technology market. They satisfy the security requirements of our business and are accredited with ISO 27001, PCI, and ISEA 3402. Rackspace also holds ISO 9001 for quality assurance and ISO 14001 & BS OHSAS 18001 to meet its environmental responsibilities. 

We have a comprehensive business continuity and disaster recovery policy that includes internal controls, policies, and procedures, as well as appropriate management oversight and monitoring, governance and training. Please contact us for full details. 

Details for how to make a complaint can be found in our complaints procedure document.