We’ve been crowned winners of ‘Best Adviser Solution’ at the Goodacre Systems in The City Financial Technology Awards.

The accolade goes to our integrated investment management and financial advice software, Xplan, which is used by wealth managers all over the world to streamline their processes and deliver better performance. Its Open API architecture has made it the ideal platform for businesses looking to integrate with back office systems including Pershing, SEI, WBS, Platform Securities and Iress Pulse.

Andrew Foster who heads up our private wealth business had this to say about the award win: “We are thrilled to win Best Adviser Solution. We’ve seen increased demand from wealth and investment managers looking for technology that helps their advisers provide exceptional service. This award win demonstrates our software is the best solution to meet that demand.”

The awards ceremony was held virtually for the first time in its 18-year history. Organised by Goodacre, a specialist business and technology consultancy in the UK, the awards are an endorsement for suppliers of services and systems to the regulated financial services sector. Based on an independent and factual annual accreditation process the selection process is overseen by three independent judges and takes into account feedback provided by user companies.