Technology

Create more time for what matters

We use technology to help you make every aspect of your business run more efficiently. You’ll improve your operations and customer service, while spending less time on day to day activities.

We use Xplan paired with Xplan consultants, Umlaut to help you customise the powerful tool to your business. From diaries, workflow and CRMs to Fee Disclosure Statements and more, you’ll be able to streamline your work and ensure compliance at the push of a button. 

Our technology simplifies all of your routine activities so you can spend more time on core tasks including winning new clients and better servicing your existing ones.