We provide innovative financial management solutions for managing money on behalf of others.

Built on years of experience, we support local authorities, NHS trust & legal professionals to manage financial affairs for individuals that lack capacity.

Market leading
provider of financial
management solutions saving you time & money.

We Deliver:

Our innovative, cloud-based solutions record and manage funds for individuals who lack capacity
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Assured regulatory compliance is standard with our automated account reconciliation and detailed financial assets register

Together, our customers administer over £1 billion for a combined 45,000+ vulnerable clients

We are already trusted
partners of: