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Are your clients paying too much for their platform?
Smart technology transforming the way you manage your business – all in one place.
Collaborate with advisers and clients. Connecting you simply and efficiently.
A new wealth experience. One dedicated place to access all information and stay informed.
Get training and support to help you support your clients, from BT experts.
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We know it takes more than creating a platform, a product or a piece of software for both of our businesses to thrive.
Working together, we can make a real difference to people’s lives.