Driving the industry forward with our tech partners

By partnering with and acquiring some of the best tech providers in the industry, we can offer our members and customers an unmatched range of solutions. And we’re committed to bringing the very best to market by continuing to look for new partners and investment opportunities.

How we’re helping

We count the industry’s leading providers of tech amongst our partners. So advisers have plenty of options when it comes to improving their service to clients or increasing efficiency in their businesses.

7,000+

active licensees of Competent Adviser

£72bn

of assets under managements via Intelligent Office*

* Full trading year 2023

£8.94bn

worth of recommendations by our members using Defaqto Engage*

* Full trading year 2023

Tech suppliers

If your solution can help us in our mission to drive forward technology in the financial services professions, we’d love to hear from you.

Get in touch

Intermediaries

Our financial technology solutions reduce complexity across the advice process; saving time and reducing costs. See what they could do for your business.

Learn more

"Simply Biz are at the forefront of providing innovative compliance and technology solutions that deliver exceptional outcomes for member firms and their client’s. Working in partnership, we have launched one of the most comprehensive packages of financial planning tools available in the market."

Roger Perry
 Head of Intermediary Sales
 Defaqto

Get in touch

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0141 616 4161

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0141 616 4161

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