This firm says it helps banks, life and pension companies, wealth managers and advisory firms to provide financial advice in amore profitable and compliant manner. Its “financial eco-system” technology allows advisers to model their customers’ finances in real time, across investments, insurance and pensions. The Reading firm claims to work with many of Britain’s largest financial institutions, including Lloyds TSB, Prudential and Scottish Widows. Co-founder and chief executive Ben Goss has overseen sales growth of 95% a year from £871,000 in 2005 to £6.5m in 2008.
This profile reflects the company at time of publication and does not reflect any changes that may have subsequently occurred. Fast Track and its sponsors do not endorse, guarantee or recommend investment in any of the companies.