A solution consultancy specialising in the design of Wrap Platforms.
Services Offered:
- Analysis of business problems
- Identification of potential solutions
- Design of systems to support the chosen solution
- Analysis and update of business processes to support the chosen solution
- Consultancy during test, implementation and warranty periods
- Training of subject matter experts
A dedicated domain for the testing of platform alerts and notifications is also offered.
Recent Projects:
- Analysis and Design Lead for the AXA Wealth Elevate platform’s implementation of RDR1
- Delivery of corporate action reporting solution
- Overhaul of stockbroking functionality, delivering a solution that aggregates trades placed in the market
- Significant usability improvements for new business customer journeys
- Provision of a platform report detailing inflows, outflows and time weighted rates of return
- Design of a system for allowing advisers to quickly generate new business pension illustrations on platform
- Design and customer testing of a pension income review pack detailing the client’s various arrangements, reviewing income received to date and including some illustrative content
Current Engagement:
- Provision of a new wrap platform to support the pension flexibility changes outlined in the Chancellor’s April 2014 budget, focussing on the investment aspects of the delivery.
Clients:
