Beyond Encryption( Mailock)

Mailock from Beyond Encryption enables secure, flexible communication with clients. Share sensitive information with confidence using end-to-end encryption and multi-factor authentication across web, Outlook, or automated workflows.

Comentis

Comentis helps firms identify and support vulnerable clients through a structured three-step process: identify, support, and report. Its digital assessment tool leverages clinical expertise to deliver consistent, measurable outcomes and clear audit trails.

Discounted rates available to members.

Defaqto Engage

Defaqto Engage is an all-in-one financial planning system designed to streamline advice from start to finish. Powered by Defaqto’ s extensive data, it enables faster, more compliant client journeys through a fully integrated suite of tools.

Complimentary licences available through your membership.

Intelliflo Office

Intelliflo Office is a flexible, end-to-end business management system for financial advisers. It streamlines processes, improves efficiency, and supports over 2,500 firms in delivering better client outcomes. Along with a branded client portal & integrated AI tools for notetaking and meeting recording.

Discounted licences available to members. iPipeline( SolutionBuilder)

SolutionBuilder from iPipeline is a client-focused research, quotation, and application tool for protection advice. It simplifies product comparison and selection, helping advisers quickly find the right solution while improving efficiency.

Discounted rates available to members.

MICAP

MICAP provides research, comparison, and reporting tools for tax-advantaged investments, including EIS, VCT, and Business Relief. It offers whole-of-market access, performance data, and integrated application and portfolio tools in one place.

Discounted rates available to members.

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