Custom technology for industries the rest of the market keeps overlooking.
With a two decade history of consulting, operating and disrupting static industries, we have combined rapid technology advancements and organic knowledge and relationships to evolve, first and foremost, financial planning compliance and engagement through custom technology platforms.
Now applied to other high compliance, highly structured, admin heavy enterprises, and rolled out across a growing number of outside-in niche models. Too small for big business, too big for small business. Each one a ground up technology platform.
The portfolio
Financial Planning
Witton Lane
The flagship advice practice. Monetised, scaling, and positioned for the 1 July veteran advice mandate.
Witton Lane CRM
The internal engine running the FP process. Referral, audit and engagement workflows now packaged for distribution.
The Settle (FLP)
Family law disclosure engine purpose-built for FLP client matters.
