Everything you need to manage SIPP cases
A complete platform designed specifically for Independent Financial Advisers working with Self-Invested Personal Pensions.
Secure Document Management
Manage all your client documents in one secure, centralised platform. Upload, organise, and access files with ease.
Digital Signatures
Send documents for secure digital signing via PandaDoc. Track signature status and receive instant notifications.
Client Portal
Give your clients a seamless experience with their own secure portal to view and complete forms at their convenience.
Case Management
Track every case from start to finish. Monitor progress, set deadlines, and ensure nothing falls through the cracks.
Compliance Ready
Built with FCA compliance in mind. Audit trails, secure storage, and data protection you can rely on.
Expert Support
Our dedicated team of SIPP specialists are here to help. Get the support you need, when you need it.