- Adviser fees: our flexible Adviser Fees service facilitates your client fee arrangements for you
- Online documentation: enables you to handle business and client documentation efficiently
- Reporting services: access our wide range of management information reports for both your client and business needs
- Back office integration: our platform can be integrated into a range of third-party software systems
Register to use our services
Flexibility and 24/7 access are just two advantages of using our platform.
Benefits at a glance
How to register
If your firm is already set up with access to our services, please contact your firm administrator who will be able to create individual log in details for you.
If your firm is not set up, and you would still like access to our services, please complete the New Agency Application Form. You can either post or email your completed form to:
PO Box 391
What will happen next
Within five days of receiving your form, we will send you a welcome pack with your Unique Agency Number (UAN). Subsequently, you will receive a verification code to enable you to register successfully.